Services We Offer

How we work for you

The Better Benefits Family Financial Planning Process for Individuals

Retiring & Retired Professionals have three primary concerns:

  1. Not outliving their retirement income.
  2. Having their assets keep pace with total medical and long-term care costs.
  3. Planning their succession through Estate and Legacy plans.

Our steps to help with your financial planning

We learn about your goals and objectives.

We develop your estate and financial planning strategy.

We create tax strategies to support your estate and financial plan.

We create investment strategies to grow your estate and financial plan.

We create protection strategies to protect your estate and financial plan.

How we work for your business

The Better Benefits Family Financial Planning Process for Retiring Business Owners

Retiring Business Owners have three primary concerns:

  1. Not outliving their retirement income.
  2. Having their assets keep pace with total medical and long-term care costs.
  3. Planning their succession through Estate and Legacy plans.

Our steps to help with your business planning

We learn about your goals and objectives with our comprehensive business fact finder.

We develop your business financial planning strategy for the sale or succession of your business.

We create tax strategies to support the sale of your business or succession plan.

We create a complete makeover for the sale of your business or succession plan.

We create protection strategies to implement the sale of your business or succession plan.

We communicate to you and your employees all the facts about your newly created succession plan.

“Real change, enduring change, happens one step at a time.”

Ruth Bader Ginsburg

Related Services

These Services, related to your Estate and Financial Planning, are provided by Better Benefits Family Financial Services, Inc.

Services for Individuals

Estate Plan Implementation

Your Estate Plan is part of your Financial Plan The implementation of the Estate Plan usually involves the following Services:

  • Changing Beneficiary Designations on your Contracts to align with your Will and Trust
  • Preparing Powers of Attorney
  • Probate Court
  • Guardianships
  • Wills and Trusts

We handle all aspects of your Estate Plan, from creating the Plan, analyzing the financial and tax aspects, preparing the necessary legal documents and handling probate and other court actions.

Tax Strategies and Return Preparation

  • Individual Tax Return (Federal and State)
  • Tax Return for Decedent
  • Estate Tax Return

We create tax strategies and implement the strategies on the returns we prepare for you.

Final Expense Planning

We plan for and implement your final expenses (burial costs and related items).

Reverse Mortgage Strategy & Application Preparation

We create a Reverse Mortgage strategy as part of your Financial Plan and assist in preparing the material needed for your application.

Conventional Loan

Preparation

We prepare your finances for presentation to your bank or mortgage company.

Social Security

& Medicare Filings

We prepare these filings as part of your retirement planning.

Services for Businesses

Preparation of Business Plan

We prepare a Financial Plan for your business, including a Tax Strategy, Income Strategy, Investment Strategy, Healthcare Strategy and Estate Planning Strategy.

Valuation of Business

We prepare a valuation of your business for lending transactions, stock transactions, tax calculations and legal actions.

Shareholder Redemption Plans

We plan and prepare all aspects of a shareholder redemption plan, including planning, tax analysis, document preparation and protection.

Structured Settlements

We work with your attorneys and with insurance carries to implement structured settlements of legal cases.

Real Estate Closings

We handle real estate closings that are part of your Estate and Financial Plans.

Employee Stock Option Plans

We handle all aspects of ESOP plans, including valuations, financing and enrollments.