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FINANCIAL EDUCATION AND FINANCIAL SERVICES
Recognized as one of Wisconsin’s premier financial services firms, BeneVest (a member of The Benefit Companies, Inc.) can assist you with all of your needs. Whether your goal is to plan for retirement, purchase a home or investment property, provide for your child’s college education, insure your income, or other future financial need, our experienced advisors are here to help. We provide comprehensive, individualized service focused on understanding and achieving your unique needs and objectives.
Today there are a number of ways to invest in stocks and corporate bonds without owning individual shares. These investments include mutual funds and investment options within variable annuities. Each has its own unique advantages and disadvantages; which one is right for your portfolio will depend on your specific investment goals.
Helping Your Employees Reach Financial Stability Your employee’s financial stability has a direct influence on corporate culture and performance. While you may offer qualified retirement plans such as a 401(k), it may not entirely cover your workforce's financial needs. Our Financial Professionals use a consultative approach to help your employees on their individual and family needs. The discussion can be tailored to include a variety of topics including:
We Custom Tailor Our Services to Meet Your NeedsWe're able to make this happen through tax-qualified retirement plans. We help employers attract and retain top-notch employees through high-quality retirement plans. We help employees cultivate the financial stability that will make for better long-term employment.
Flexible, Reliable, Outstanding Customer Service BeneVest is known for its outstanding customer service. We pride ourselves on providing rapid response to client concerns and reliable back office administration. We provide flexibility in our services and custom tailor our products to meet the needs of our clients.
BeneVest’s financial professionals work with your employees on both a group basis, through custom tailored financial seminars, and on an individual basis through one-to-one support. We provide advice and online tools to help them be successful. Coupled with your qualified plan employee meetings, or independently, our experienced professionals will help your employees.
Senior Executive Benefits In many companies, senior executives have special needs. You need to provide attractive and carefully crafted benefits which attract and retain top-notch managers — without running afoul of complex discrimination standards that surround qualified plans. We can offer non-qualified deferred compensation and executive benefit programs tailored to meet your company’s unique needs, goals, and financial situations. BeneVest has proven solutions.
Regulatory Monitoring and EducationMonitoring the ever changing tax and regulatory environment efficiently and cost-effectively can be challenging, especially in today's tough competitive environment. The complexity of qualified plans , the laws and tax requirements governing them requires knowledge and experience. Successful financial and retirement planning programs also requires employee communication and training, particularly through enrollment periods. BeneVest is here to help.
Connect & Simplify ™BeneVest is part of The Benefit Companies, Inc. Connect & Simplify™ Service Program. This program connects and simplifies the back office administration of your benefit programs and can connect your benefits to the internet for employee access. Connect & Simplify lets you reallocate the time you now spend on administrative tasks to time spent growing your business.
The 529 College Savings Account As the cost of sending a child to college grows higher every year, families are looking for smarter funding alternatives. Today, one of the most talked about products in educational funding is the 529 College Savings Account. If college is a part of your child or grandchild's future, a BeneVest representative can help you choose a 529 College Savings Account which can help you to reach this important goal.
Our Registered RepresentativesSecurities and Investment Advisory Services are offered through registered representatives and investment advisor representatives of Tower Square Securities, Inc., a securities broker/dealer (member FINRA/SIPC) and a Registered Investment Adviser. BeneVest and Benefits, Inc. are separate from Tower Square Securities, Inc.
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For additional information, please email marketing@benefitsinc.com or call us at (262)207-1999.
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