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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 Financial Advisors 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

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