We offer a robust suite of individualized financial products and services to help achieve a bright financial future for you or your employees. When you join BFS, you join a network of dedicated professionals who care about you and your success. With years of experience in the financial industry, we dedicate our time to helping you reach your financial goals for you, your families and your businesses. Our professionals will help you prepare for tomorrow while balancing the needs of today. As your life changes, you will need a plan that can change with you.
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About
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Founded in 1988, Benefit and Financial Strategies is a comprehensive firm offering business continuation planning, employee benefits, estate analysis, health and medical plans, investment strategies, life insurance planning and retirement planning. We are dedicated to offering unbiased, objective advice based in sound, up-to-date research.
Team
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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Mission Statement
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Our mission is to provide our clients with personalized services tailored to their needs. We are committed to offering competitively priced products while serving and supporting our community. Dedicated to assisting with customer expectations, we stay up to date on new technologies, and we build partnerships to provide additional support for our clients.
Who We Serve
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Whether you've accumulated assets and need to fine tune your strategies or you're just starting out as an investor, we can help. Chances are, you hope for a future of financial independence, where you can pursue what means the most to you and your family. When you join us, we'll take the time to listen.
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