Benefit Management is a comprehensive financial services and employee benefits firm that works with businesses, business owners and professional individuals. We concentrate in areas of: business continuation strategies, qualified employee benefits, estate conservation strategies and financial services for corporations and individuals. Our experience and knowledge in these areas enable our clients to save money, time and effort in creating and administering their programs.
Our Mission...A team of trusted specialists offering a wide array of wealth strategies and benefits to businesses and professionals.
Our Goal...Through a broad experience in a wide range of services, we strive to provide professional service and guidance for the following:
Profit Sharing Plans
401(k) Savings/Retirement Plans
Defined Benefit/Retirement Plans
Key Person Life and Disability Income Insurance
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
This article compares the current economic expansion with prior business cycles and examines developments that could affect future growth.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Use this calculator to determine whether you qualify for the different types of IRAs.