FINANCIAL BENEFITS, INC

Overview

Financial Benefits, Inc. is a small, privately owned corporate advisory firm that combines insurance brokerage with financial planning services. The firm charges clients on an hourly or fixed-fee basis rather than relying on asset-based fees, and does not position itself as a capital allocator. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not report pension consulting or related-adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices