#medicalplanning | Benefit Financial Services Group

Tina Schackman, CFA®, CFP®

Principal | Senior Retirement Plan Consultant

Tina re-joined Benefit Financial Services Group in 2019 after spending 7 years with Prudential Retirement. Tina was originally with BFSG from 2004 to 2011 and primarily served as an Investment Consultant to a number of corporate and public clients. Tina currently serves as a Principal and Senior Retirement Plan Consultant. Her expansive background in the retirement industry allows Tina to contribute to the firm’s overall vision and best practices.

Tina received her bachelor’s degree in Business Administration with a concentration in Finance from the California State University, Fullerton in 1994. In 2003, she graduated from the Keller Graduate School of Management with a master’s degree in Accounting and Financial Management. Tina is a holder of the right to use the Chartered Financial Analyst^®designation and a CERTIFIED FINANCIAL PLANNER^™ professional. She is an Investment Advisor Representative of BFSG, LLC.

What is your personal motto or mantra?
Lighten Up, Slow Down, Let It Go.

Outside of my professional career I am passionate about:
anything outdoors - skiing, paddleboarding, hiking, kayaking.

What drew you to the retirement plan industry?
I spent my early career in wealth management and saw so many people unprepared for retirement, so I decided to shift to the retirement plan industry to have a broader impact on helping people reach their retirement goals.

What is the most rewarding part of being a BFSG Team Member?
The Team. I love being around people that are so dedicated to helping people and passionate about their work.

What’s your favorite travel destination?
Scotland, but that’s because I’ve never been to New Zealand. It’s next on my list!

I enjoy volunteering at:
local non-profit Boards (CFA Society Orange County, Women in Pensions Network (WIPN) and Women Investing in Security and Education (WISE), who all aspire to promote financial education in their community.

The one word or phrase that best describes me is:
Tenacious.

What’s the best piece of advice you have ever been given and how might this apply to your role here at BFSG?
Be curious – I am generally a curious person and when trying to find out what motivates a person or understanding what types of goals they want to set for themselves, curiosity is key.

If you were a superhero, what superpower would you have?
Easy. The power of telekinesis. Then I’ll never have to worry about forgetting where I put something.

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). What is an HSA? An HSA is a tax-advantaged account that enables you to save money to cover healthcare and medical costs that your insurance doesn't pay. The funds contributed are made with...

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