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 Planning

Estate Planning**                                 Social Security Strategies

            Investments / Portfolio Construction & Monitoring

Insurance Planning                              Comprehensive Financial Planning

Tax Strategies**                                   Charitable Intent

College Funding                                   Gifting

Long Term Care                                   Disability

BUSINESS / GROUP

Our Healthcare Insurance Services

BeneFinancial 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 package
  • Annual 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.