Broker Check

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. |  402-420-7776