About Us

Benefit Financial Services Group (BFSG) harnesses the combined strength of our wealth management and institutional teams to help achieve the goals of our clients. As fiduciaries, we strive to place our clients’ interests above all else. We are committed to problem solving and custom solution creation, as we provide wealth management and corporate retirement plan consulting services designed for you.

Our alignment with client interests is reflected in our service model; we adhere to strict fee-for-service pricing in both the institutional and wealth management divisions. We do not sell any product, nor do we receive any compensation from any source other than our clients.

Finally, in a constantly changing world, we fundamentally believe in providing transparent communication and education for our clients. We believe an informed investor makes the best decisions.

Your life, your goals, your legacy – together we can create a financial future designed for you.

BFS Wealth Management

Our Wealth Management team provides financial planning and wealth management services for individual investors. Through our Personalized 5-Step Plan process, we identify your needs and goals and create a fundamentally sound portfolio designed for you. Our services include, but are not limited to:

  • Portfolio construction and investment management
  • Investment performance reporting
  • Comprehensive retirement and financial planning
  • Social security claiming analysis
  • Retirement income withdrawal strategies
  • Pension plan payout analysis

As our relationship continues, we diligently monitor and adapt your portfolio to market conditions. Additionally, we maintain a commitment to providing education and keeping you informed, so that together we can make decisions in the best interest of your financial future.

BFS Institutional Services

Our Institutional Services team provides advisory services for retirement plans in both the public and private sectors. Through custom, process-driven strategies, we tailor our approach to clients’ unique needs with services including, but not limited to:

  • Investment consulting 
  • Fiduciary compliance consulting
  • Provider search and selection
  • Vendor contract negotiations and benchmarking
  • Plan cost evaluation
  • Employee education/communication

We provide plan sponsors, committees and fiduciaries with education on their responsibilities to their plan, participants and beneficiaries. Our team of consultants  focuses exclusively on providing institutional services designed for you and your employees.

A Focus Financial Firm

Benefit Financial Services Group (“BFSG”) is a Registered Investment Advisor serving both institutional and individual investors. BFSG is part of Focus Financial Partners (“Focus”) – a leading partnership of, fiduciary wealth management, benefit consulting and investment consulting firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers, and institutions with comprehensive wealth management services. Focus partner firms maintain operational independence while benefiting from the synergies, scale, economics and best practices offered by Focus. Our offices are located in Irvine, CA and Phoenix, AZ.*

 

*Registration does not imply a level of skill or training. BFSG has been a Focus partner firm since 2007.

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