What We Offer
Guidance, Products, and Services
Whether you're starting a family, building a business, or planning for your retirement, we can help chart a course to help you navigate through the changes in the economy or your own circumstances to reach your goals. Benefit Management offers a full line of quality products and services to help our clients accumulate wealth and achieve financial security.
Wealth Accumulation Strategies to help you grow your resources…Mutual Funds, Variable Annuities, Traditional/Roth IRAs, Education Funding Strategies, Retirement Planning, Investment Strategies, Brokerage Accounts, Money Management Strategies.
Pesonal Needs:
Family Protection and Wealth Preservation to help you keep what you`ve built…Life Insurance, Income Replacement (through Disability Income Insurance), Estate Conservation Strategies, Tax Efficient Strategies*, and Charitable Gift Giving.
Business Needs:
Benefit Planning to help you hold onto key people …Deferred Compensation, Group Carve-Out, Individual Disability Income Insurance, Split Dollar Life Insurance, Selective Executive Retirement Plans.
Tax-qualified Retirement Plans to help you and your employees build wealth…401(k), Profit Sharing, Money Purchase, Target Benefit, Defined Benefit, Simplified Employee Pension Plans(SEPs), Simple IRA, Stretch IRAs, 72+ Distributions.
Business Continuation Strategies to prepare for the inevitable and the unexpected...Business Loan Protection, Business Overhead Insurance, Disability Income Buy-Out, Buy-Sell Arrangements Funding, Section 303 Stock Redemption, Key Employee Insurance, Deferred Compensation Plans.
*Neither Benefit Management Inc. nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult your legal or tax advisor for more information on these subjects.
Group Benefit
Pension
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