Home - Benefit Planning Specialist

Innovative Retirement Plan Solutions

Our approach enables plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing participants confidence that their plan is managed wisely.

Your Retirement Plan Architect

We believe that management should focus on what they do best – running the company – and let us focus on what we do best – managing the details of retirement plan design, administration, education, and investment.

Focused On You

Take advantage of our knowledge and industry experience to create a retirement plan that can help your employees achieve the retirement lifestyle they have always dreamed of.

Who We Are

Benefit Planning Specialist, Inc. is an independent financial services firm dedicated to helping business owners and their employees define and achieve their retirement goals.



Objective Guidance

Our resources enable us to help improve plan value and enhance investment opportunities for plan participants.



Focused On You

Take advantage of our knowledge and industry experience to create a retirement plan that can help your employees achieve the retirement lifestyle they have always dreamed of.

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Benefit Planning Specialist, Inc. and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, KS, MD, NE, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

770 North Cotner Boulevard • Suite 300 • Lincoln, Nebraska 68505 • Tel: 402-466-5109 • Fax: 402-466-0196

Benefit Planning Specialist