Wealth Benefits Group is an Estate Planning, Retirement Services and Business Planning firm committed to helping our clients embark on a successful journey in pursuing their financial goals. Just as a complex puzzle can test the greatest of minds, we take great pride in the ability to assist and educate clients in solving their own financial puzzle.
With over 100 years of combined experience, the partners of Wealth Benefits Group understand that it can be overwhelming to plan your life and legacy goals. Since 1978, we have created many trademarked solutions and the expertise to help ensure our clients’ well-being for generations to come. From the most basic life insurance policy to a complex estate plan, we’re comprised of individuals that are knowledgeable of the ever-changing environment and fully educated on the realm of opportunities to help solve your financial puzzle.