Innovative retirement planning solutions
The goal of a retirement plan is to ensure financial security later in life. At Benefit Planning Specialist, Inc., we have been helping business owners and their employees define and achieve their retirement goals for over 40 years. 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. We are committed to providing innovative solutions for investment due diligence, plan compliance, and fee and service benchmarking.
The time may arrive when we will not desire to, nor be able to generate income from our labors. We call that moment in time the beginning of our retirement years. For every moment thereafter, the quality of our life may be determined by how well we saved while we were working.
Your need for objective advice drives our independence
Benefit Planning Specialist, Inc. values true independent thinking. This is why we are aligned with one of the most respected broker-dealers in the industry, Cambridge Investment Research, Inc. With Cambridge, we have total independence as to how we operate our business while they provide all of the back-office support in compliance, marketing, licensing, and regulation. This freedom allows us to focus our time on you.