Founded in 1989, Financial Benefits, Inc. is an independent advisory firm specializing in two main areas: retirement plan consulting for businesses and private wealth management for individuals. For corporate clients, the firm acts as a fiduciary advisor, assisting with the design, implementation, and ongoing management of retirement plans like 401(k)s. For individual clients, they offer comprehensive financial planning and investment management services aimed at helping them achieve their personal financial goals. The company emphasizes its independence and commitment to providing unbiased, client-focused advice.

Founded in

Canada