Benefit Management
Benefit Management

Wealth Strategies and Employee Benefits


 

 

  

Our Clients…

We serve a wide range of business clients in the fields of: banking, construction, real estate, accounting, law, medicine, dentistry, wholesale distributors, schools and colleges, hospitals, associations and insurance companies.

  

Our Goals…

Through a broad experience in a wide range of services, we strive to provide professional service and guidance for the following:

Estate Conservation Strategies

Dental Insurance

Life Insurance

Mutual Funds

Profit Sharing Plans

401(k) Savings/Retirement Plans

Defined Benefit/Retirement Plans

Key Person Life and Disability Income Insurance

"2nd to Die" Life Insurance 

Variable Annuities

Brokerage Accounts

Strategic Alliances*

Property Casualty Insurance*

Commercial / Fire Insurance*

Business Continuation

Medical- fully insured or partially insured
 

*These products and services are offered through outside firms unaffiliated with New England Securities and its affiliates.  Each firm is independently responsible for the products and services they provide.

  

Our Mission...   

To develop strategic financial strategies and employee benefits for businesses, professionals and individuals to help achieve their financial, personal and employee benefit goals. We would like to be the premier firm for quality products, service and support to businesses and individuals that have a desire to reach their financial goals and objectives.


To view our privacy policy, please click the following link:

http://www.nefn.com/Content/Privacy/Online_Privacy.cfm

 

 

 Benefit Management is a comprehensive financial services firm for businesses, business owners and professional individuals.  We concentrate in the areas of:  business continuation strategies, qualified employee benefits, estate conservation strategies and financial services for corporations and individuals.  Our experience and knowledge in this area helps enable our clients to save money, time and effort in creating and administering their programs.
 

Benefit Management is a separate entity from New England Financial and New England Securities Corp.


Neither New England Financial nor New England Securities Corp. offer tax or legal advice. To obtain such guidance you should consult your tax or legal advisor. Some health insurance products offered by uaffiliated insurers through the Enterpise General Insurance Agency, Inc., Somerset, NJ 08873.

All Registered Representatives offer securities products through New England Securities (NES), Member FINRA & SIPC.  Branch Office: 9802 Nicholas Street, Suite 350, Omaha, NE 68114, (402) 392-1144.  Benefit Management is a separate entity from NES.

I am licensed and registered to offer products and services in [IA, KS, NE, SD]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →