Services Overview

What We Offer

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.

Business Needs

Deferred Compensation
Group Carve Out
Split Dollar Life Insurance
Selective Executive Retirement Plans (SERP)
Bank Owned Life Insurance (BOLI)

Retirement Plans

Simple IRA
401 (k)
Profit Sharing
Cash Balance
Money Purchase
Defined Benefit
Target Benefit
Simplified Employee Pension (SEP)
403 (b)

Employee Benefits

Group Health Plans
Group Life Insurance
Disability Income Insurances
Dental Plans
Vision Care
Risk Management Expense
Long Term Care Insurance
Critical Illness

Wealth Accumulation Strategies

Regular/Roth IRAs
Mutual Funds
Annuities (Fixed and Variable)
Education Funding Strategies
Retirement Funding Vehicles
Investment Analysis
Life Insurance
Disability Income Insurance
Long Term Care Insurance

Estate Planning*

Wealth Preservation Strategies
Charitable Estate Gifting Srategies
Estate Conservation Strategies
Family Limited Partnership Strategies
GRATS - Grantor Retained Annuity Trusts
SLATS - Spousal Lifetime Access Trusts

*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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tshreve@benefit-management.com | 402-420-7776