Our Services
At Benefits Analysis, we offer a range of financial services focused on helping employees prepare for retirement. We pride ourselves on developing a personalized retirement report for you which we call our Employee Benefits Analysis. This comprehensive report addresses employee benefits, and social security strategies to help you get the most out of your retirement benefits. This report is complimentary for all employees.
All of our financial services fall under our 3-Step Plan tailored for you. Once we develop your retirement report, we will continue to work with you as often as you need to help you have a clear retirement path laid out. We will be your partners on the journey to a stable and well-planned retirement.
Our 3-Step Plan Tailored For You
A conversation between friends.
We develop your plan.
Stand and deliver.
After we’ve finalized your retirement plan, we will walk you through your report point-by-point, answer any questions and ensure you understand everything. Think of it as your own personalized benefits seminar.
Retirement Strategies
Social Security Maximization
We review all your income streams, including Social Security, defined benefit pensions, and outside investments. Our professionals work with you to create a sustainable income, help you understand your Social Security options, and maximize your benefits to fit your needs.
Healthcare Planning
Healthcare will be the most significant expense in retirement for most people, and choosing the best healthcare plan to fit your needs can be a challenging task. You have many options to choose from, and our team is available to help you confidently make the best decision. We will help you determine if Medicare fits your needs, what supplements will work best for you, and what long-term care coverage provides the best fit for your unique situation.