Benefits Plus, LLC provides financial planning and consulting services to individuals and other clients. They specialize in settlement consulting, pension consulting, and general financial planning. Services include needs assessment, litigation support, plan design, implementation, and monitoring. They also offer employee benefits consulting, including health insurance and retirement plan assistance. Financial planning covers estate, retirement, insurance, employee benefits, investment, and income tax planning. Implementation of recommendations is at the client's discretion.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Settlement Consulting: Fixed fees range from $2,500 to $30,000, or $450 per hour.
- Employee Benefits Consulting: Fixed fees range from $2,500 to $10,000, or $450 per hour.
- Financial Planning and Consulting: Fixed fees range from $2,500 to $10,000. Modular financial plans range from $1,500 to $2,500, or $450 per hour.
One-Time Plan:$1,500 - $30,000
Hourly Rate:$450/hr
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