Services We Provide The process at BeneFinancial Group begins with an in depth evaluation of your current situation. Once we've established your overall objectives, we'll focus on your specific goals.With changing economic and/or governmental conditions and market swings, we advocate planning sensibly over the long run. We work with you side by side so that you're confident in and comfortable with financial and benefit suggestions we make.Some of the services we provide: PERSONAL Retirement Strategies Income PlanningEstate Planning** Social Security Strategies Investments / Portfolio Construction & MonitoringInsurance Planning Comprehensive Financial PlanningTax Strategies** Charitable IntentCollege Funding GiftingLong Term Care Disability BUSINESS / GROUP Our Healthcare Insurance ServicesBeneFinancial Group is a full service independent insurance agency licensed to sell all major carriers. With our staff collectively having over 40 years experience in the industry, we are best suited to work with you to create an affordable and comprehensive benefit package for your employees.Our agency offers its clients a wide variety of value added services to help you get back to the business of doing business. Scroll down to see the many offerings we provide.Our Services Include:Free in-depth analysis of your employee benefit packageAnnual evaluations of your employee benefit plans 60-90 days prior to your renewal.Customer service staff that will assist with benefit and claim questions, billing issues, and all administrative procedures.Processing new enrollments, changes and terminations.Employee meetings, open enrollment presentations and benefit implementation.Group Benefits: Health HSA, FSA, HRA Funding Arrangements Dental Vision Group Term Life and AD&D Group Long and Short Term Disability Employee Paid Supplemental Life and Disability Services Provided: Annual In Depth Evaluation Online Enrollment Benefit Administration Services Claims Resolution COBRA Services Section 125 Plan Documents ERISA Plan Document and WRAP SPD ACA Compliance ACA Reporting 5500 Filing HR Resource Payroll Services Open Enrollment Documents Employee Meetings Buy/Sell Agreements 401k, 403b, 457, TSA Programs Deferred Compensation Succession Planning Business Valuation BeneFinancial Group, nor its managing partners, directors, and/or employees provide tax and/or legal advice. They may recommend professional(s) or services through a networking relationship.