Our Purpose

Our Mission
At Benefit Solutions, we use a highly disciplined and structured approach that takes into account each of your goals, and then provides strategies for your retirement plan program that seek to help protect you from liability, relative to those goals. We aim to establish a long-lasting client relationship with you through maintaining the highest standards of quality, professionalism and integrity. We are ethically committed to providing you with thoughtful, independent guidance and personalized service to enable you to establish and maintain control over your valued employee benefit, the retirement plan program.

 

Our Commitment to You
To provide highly customized retirement plan programs and personalized service models that are known for their value-added approach that helps you effectively implement and maintain this important employee benefit program.

 

Our Values

Since our founding in 1998, Benefit Solutions US, LLC has consistently delivered on our goal to help our clients pursue financial freedom. Underlining all that we do are six core values:

1. The client comes first

Client's interests always come first

Uphold our duty and privilege following fiduciary principles

Listen to what the client is saying and needs

 

2. Exhibit consistent transparency and honesty 

Act with integrity

Make decisions in good faith and in a reasonably prudent manner

Value and reward honesty and character

 

3. Wield unwavering loyalty

Uphold our continued commitment to serve our clients, no matter the circumstances

 

4. Lead with exceptional ideas

Leverage different perspectives to gain new and improved insight

Always be looking ahead to what we can do better

 

5. Live by the Golden Rule

Treat others the way you want to be treated

Always do right by the client

 

6. Give Back

Serve our communities generously with our skill, time, treasure and talent

Build a better firm for the future by contributing to our culture

Develop our talent through mentoring and sponsorship