Wealth Benefits Group is an Estate Planning, Retirement Services and Business Planning firm committed to helping our clients embark on a successful journey in achieving 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.

Our Services

Business Continuation

Ultimately, all business owners must decide in what capacity they want their business to continue, what their own long-term individual contributions will be, the best way to ensure the ongoing care of their clients, and the optimal direction and strategy to execute those objectives.

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Business Continuation

Ultimately, all business owners must decide in what capacity they want their business to continue, what their own long-term individual contributions will be, the best way to ensure the ongoing care of their clients, and the optimal direction and strategy to execute those objectives.

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Disability and Long-Term Care

Income and asset protection are important components of a sound retirement strategy. Effective disability and long-term care planning, both pre- and post- retirement, is a critical part of a successful financial plan, helping to ensure stability, growth, and protection of income and assets for the long term.

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Sea sunset view from Myrtos Beach (Greece,  Kefalonia, Ionian Sea).

Disability and Long-Term Care

Income and asset protection are important components of a sound retirement strategy. Effective disability and long-term care planning, both pre- and post- retirement, is a critical part of a successful financial plan, helping to ensure stability, growth, and protection of income and assets for the long term.

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Employee Benefits

Many employers today are struggling to contain the cost of their benefit programs. Ongoing financial pressures and varying workforce demographics are altering the course of employer provided health coverage, creating new challenges as well as new opportunities.

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Employee Benefits

Many employers today are struggling to contain the cost of their benefit programs. Ongoing financial pressures and varying workforce demographics are altering the course of employer provided health coverage, creating new challenges as well as new opportunities.

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Executive Benefits

Given the current competitive business environment, we believe that an executive benefits program is essential in recruiting top tier talent who will contribute to your company’s growth and profitability.

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Yacht sailing in the tropical sea at sunset

Executive Benefits

Given the current competitive business environment, we believe that an executive benefits program is essential in recruiting top tier talent who will contribute to your company’s growth and profitability.

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Financial Planning

Financial planning is an ongoing process, defined and directed by your personal and financial needs and goals, as well as your values. We believe that by taking the time to identify your objectives, you are more likely to develop a sound and workable financial plan which will enable you to achieve your most important aspirations in the future.

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Financial Planning

Financial planning is an ongoing process, defined and directed by your personal and financial needs and goals, as well as your values. We believe that by taking the time to identify your objectives, you are more likely to develop a sound and workable financial plan which will enable you to achieve your most important aspirations in the future.

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Investment Management

In light of today’s global economy and variable markets, achieving financial success can be a complex and confusing process for even the most experienced investors, one that requires a significant amount of time, knowledge, and resources.

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Sailboat

Investment Management

In light of today’s global economy and variable markets, achieving financial success can be a complex and confusing process for even the most experienced investors, one that requires a significant amount of time, knowledge, and resources.

Learn more

Life Insurance

Life insurance has many unique characteristics that may make it an appropriate solution for a variety of challenges, beyond those that arise at the death of the insured(s).

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Life Insurance

Life insurance has many unique characteristics that may make it an appropriate solution for a variety of challenges, beyond those that arise at the death of the insured(s).

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M Wealth

Ultra-affluent individuals and families enjoy great personal freedom and independence in life. At the same time, your wealth engenders an astounding array of choice for capital investment and tax protection, complex family relationships, and extraordinary opportunities for creating an enduring legacy.

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Sailing regatta

M Wealth

Ultra-affluent individuals and families enjoy great personal freedom and independence in life. At the same time, your wealth engenders an astounding array of choice for capital investment and tax protection, complex family relationships, and extraordinary opportunities for creating an enduring legacy.

Learn more

Retirement Planning

Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years. An array of investment options, combined with fluctuating interest and inflation rates and other variables, make it difficult to determine how much you will need, where you should invest, and to whom to turn for assistance.

Learn more

Retirement Planning

Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years. An array of investment options, combined with fluctuating interest and inflation rates and other variables, make it difficult to determine how much you will need, where you should invest, and to whom to turn for assistance.

Learn more