A change of scenery alone isn’t enough to make life’s problems melt away, but your environment—and the people, perspectives, and opportunities it offers—is among the myriad external factors that shape your overall happiness.
Benefit Financial Services Group (BFSG)
Investment Management
Irvine, CA 419 followers
BFSG is a multi-faceted Registered Investment Advisor serving both institutional and individual clients
About us
Benefit Financial Services Group (BFSG) is an SEC registered investment adviser located in Irvine, CA and Phoenix, AZ. A copy of the BFSG's current written disclosures discussing our advisory services and fees continues to remain available upon request. BFSG may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BFSG's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BFSG's web site on the Internet should not be construed by any consumer and/or prospective client as BFSG's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BFSG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of BFSG's current written disclosure Brochure and Form CRS discussing BFSG's business operations, services, and fees is available on this web site and/or from BFSG upon written request. BFSG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BFSG’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BFSG is engaged, or continues to be engaged, to provide investment advisory services.
- Website
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http://www.bfsg.com
External link for Benefit Financial Services Group (BFSG)
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Irvine, CA
- Type
- Public Company
- Founded
- 1991
- Specialties
- Investment Consulting, Fiduciary Compliance Consulting, Committee Chartering, Plan Conversion, Vendor Search and Selection, Discretionary Fiduciary Services, Participant Education and Communication, Plan Cost & Fiduciary Evaluation, and Wealth Management
Locations
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Primary
Get directions
2040 Main Street
Suite 720
Irvine, CA 92614, US
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Get directions
1643 E Bethany Home Rd
Phoenix, Arizona 85016, US
Employees at Benefit Financial Services Group (BFSG)
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Brent Miller, CFA
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Michael Allbee, CFP®
Principal | BFSG, LLC. | Helping people make the right choices with their money and confidently navigate life's transitions.
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Aksana Muñoz, QKC, QKA, CPFA®
Lead Client Service Manager / Plan Compliance Specialist at Benefit Financial Services Group (BFSG)
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Tina Schackman, CFA®, CFP®
Senior Retirement Plan Consultant
Updates
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Ever feel like you’re lurching from crisis to crisis, or chore to chore? Here’s how to knock at least some of them on the head – and lay the foundations for a less stressful, more organised existence
Sort out your life! 100 tiny tricks to help with everything from digital overwhelm to lumpy sugar and unpaid bills
advisorstream.com
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A huge data breach involving social security numbers could impact millions of Americans. If you’re wondering what you can do to help protect yourself against the growing threat of identity theft, here are some steps to consider. #cybersecurity https://ow.ly/zh7u50Tkt3h
After a Massive Breach, Is Your Data in Danger? | Benefit Financial Services Group
https://bfsg.com
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Federal Reserve officials, who are evaluating data as they consider cutting interest rates, have said they are shifting their attention to better prioritize keeping as many people employed as possible.
Why Labor Market Data Has Become The Focus For Investors And The Fed
advisorstream.com
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Those sizing up their parent's (or grandparent's) property and envisioning a relaxed retirement are in for a huge shock: Little over 20% of baby boomers expect to leave an inheritance.
Gen Z expect to inherit money and assets—but their boomer parents aren’t planning on leaving anything behind
advisorstream.com
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August kicked off with some market turmoil and any hopes of a late summer lull were quickly dashed. However, by month end, the market had rebounded as investors began to price in more aggressive policy easing by the Federal Reserve (Fed). Here are 3 things you need to know: 1. The S&P 500 was up for the 4th month in a row (+2.4% in total return terms). The Magnificent 7 continued to be a drag, falling -0.4% and losing ground for a second straight month. 2. U.S. Treasuries were up +1.3% in total return terms, which was a 4th consecutive monthly gain. 3. Gold was up +2.3% for the month, exceeding $2,500/oz for the first time. #portfoliomanagement #investing #stockmarket #bondmarket #gold https://lnkd.in/gUHWXtja
Monthly Market Update (August 2024): 3 Things You Need to Know | Benefit Financial Services Group
https://bfsg.com
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A phased retirement is an attractive choice for several reasons, especially among employees who have spent decades developing work-related knowledge and skills.
Why More People Are Trying A Phased Retirement
advisorstream.com
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On August 9, 2024, the U.S. Court of Appeals for the 8th Circuit officially blocked the SAVE student loan repayment plan in its entirety. The result is that millions of borrowers who enrolled in the SAVE Plan to benefit from lower monthly payments and a potentially faster path to loan forgiveness will be in limbo as the legal process plays out. What's next for borrowers? #saveplan #studentloans #collegeplanning #educationplanning https://ow.ly/BFZo50TeLt1
Federal Appeals Court Blocks SAVE Student Loan Repayment Plan | Benefit Financial Services Group
https://bfsg.com
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In the US, paying at a physical cash register is increasingly a digital experience. A smartphone’s “wallet” can store copies of debit cards, credit cards, concert tickets — even driver’s licenses and car keys.
How Digital Wallets Like Apple Pay and Google Pay Work
advisorstream.com
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A new Transamerica report highlighted the middle class's concerns about retirement. It said that 39% of respondents were concerned Social Security benefits would be reduced or depleted. They're also worried about outliving their savings into retirement.
The middle class's worst retirement fear
advisorstream.com