Financial Benefits, Inc. provides a range of financial planning services, including estate, retirement, college financial aid, tax, and budget planning. For business owners, Financial Benefits offers business planning services such as pension and retirement plan consulting, employee benefit planning, and business continuation planning. Investment management is offered through an affiliation with Cambridge Investment Research Advisors, Inc.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Financial Benefits, Inc. does not directly manage investments. Investment management services are provided through an affiliation with Cambridge Investment Research Advisors, Inc. Please refer to Cambridge Investment Research Advisors, Inc.'s brochure for information on their investment management fees.
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