Financial Planning*

At Benefits Plus Financial Services, we specialize in creating professionally-formulated, custom financial plans. By going through a comprehensive financial planning process, we are able to integrate a variety of products and services into the final plan in order to ensure your best interests are met. The cornerstone of the process is to "look beneath the surface" and create a window through which to recognize the significance of applying innovative financial strategies. Our primary focus during financial planning is to crystallize your objectives and act as the advisor to help successful implementation.

Some of the strategies and/or services that we can include in your financial plan are highlighted below:

Optimizing Wealth

Optimizing Wealth

  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Generation Skipping Trusts
  • Private Foundations
  • Family Foundations
  • Grantor Retained Annuity Trusts

Wealth Protection

Wealth Protection

  • Long-term care insurance
  • Disability Protection
  • Irrevocable Life Insurance Trusts
  • Spousal Lifetime Access Trusts
  • Gifting and Education Trusts

Wealth Transfer

Wealth Transfer

  • Revocable Living Trusts
  • Private Foundations
  • Family Limited Partnerships and LLCs
  • Grantor Trusts
  • Grantor-Retained Annuity and Unitrusts

*Financial Planning is offered through Paul's affiliation with Eagle Strategies LLC, a Registered Investment Adviser.