Broker Check

 
15610 Walden Avenue
Tampa, FL 33618-1632
(813) 962-8933
 
 

Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Welcome to Benefits Consulting, Inc.

For more than 20 years, individuals and businesses have trusted Benefits Consulting Inc., for their benefits and financial needs. All of the services offered by Benefits Consulting, Inc., revolve around helping keep you secure. From health, dental, disability and life insurance to more complex matters such as investment planning, Benefits Consulting, Inc., can help you gain the security you need. Through its proactive, professional and personalized approach, Benefits Consulting, Inc., has helped individuals and businesses like you lay the foundation to a sound financial future.

Regardless of your goals, the critical element is knowing what you want to achieve and finding someone you trust to help get you there. As an independent broker, Benefits Consulting, Inc., has the diversity of providing clients with the best-fit products from the thousands of available options. The experienced Benefits Consulting, Inc., team has successfully created individually tailored plans, eliminating the “one size fits all” approach to client service. This philosophy has allowed Benefits Consulting, Inc., to not only develop long-term strategies to help meet the changing needs of its clients and help them realize their financial goals, but has also earned the confidence of a long-standing client base.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow