History
Since our founding, we have evolved to a full-service firm providing individuals & businesses a wide array of financial, insurance, and employee benefit options. Serving clients within Arizona and across the country, we differentiate ourselves by providing highly personalized and unbiased advice in a relaxed environment. Success is an exciting prospect for all, but is often coupled with a price. With greater financial growth comes increased complexity. Whether you're financially established or are just starting out and have a few questions, we can help. Wherever you are today, our team of professionals can provide you with the seasoned and sensible advice you need to help you realize your goals. We will take time to get to know you and your unique goals before making any recommendations and once we've begun our relationship, our services are delivered in a way that's collaborative and educational so that in the end we'll be a part of helping you achieve all of your financial goals.
Specialties
Founded in 1988, Benefit & Financial Strategies, located in Flagstaff, AZ, has been helping area residents plan for their financial futures. Our services has expanded to include all manner of financial planning, investment services and retirement services. Our full-service firm even offers insurance and employee benefit options. With clients throughout Arizona, and across the county, our reach is far and our customer service is superior. Services we provide include: Retirement Investing Fee-Based Planning College Planning 401k, 403b, 457 and other Employee Benefit Plans Health, Vision, & Dental Insurance Long-Term Care Medicare Supplement Success is an exciting prospect for anyone, but is often coupled with a price. With greater financial growth comes increased complexity. Whether you're financially established or are just starting out and have a few questions, we can help. Wherever you are today, our te