Our Firm

Benefits Plus Financial Services has nearly 30 years of experience providing estate, wealth, retirement and benefit planning to family businesses and high net worth individuals. We have built our firm by being the catalyst in the planning process. We excel at helping our clients crystallize their personal and business objectives and then develop unique, customized strategies to achieve these goals.

With our knowledge and expertise, we make employee benefits simple. Focused on helping our client partners understand and navigate the complex health care system, our methods and resources deliver a customized employer benefits portfolio.

We are committed to fostering strong, long-term relationships and continually strive to add value to our clients, their families and their employees. These relationships are built on trust, knowledge and integrity, the core values of our company.