Broker Check

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

When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

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

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Strategies to Defend Purchasing Power Across Generations

Strategies to Defend Purchasing Power Across Generations

Keep your wealth working by preserving purchasing power over time.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

 

Are You Using the Right Technology?

Discover how the right team & technology boost client success.

Preserve, Grow, and Give: Year-End Wealth Planning

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

View all articles arrow

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

View all calculators arrow

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Acres of Diamonds

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

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

When Markets React

When markets shift, experienced investors stick to their strategy.

View all videos arrow