A complete list of active advisors currently associated with Financial Benefits, Inc.

Warmer can help you find a great advisor at Financial Benefits, Inc. or one who fits your needs even better.

Financial Benefits, Inc. provides integrated financial planning services to individuals, trusts, estates, and businesses, including retirement, tax, college, budget, and estate planning as well as business continuation and employee benefit consulting. The firm also offers estate planning document preparation and periodically updates those documents under separate engagements, with quoted fixed-fee ranges for common will- and trust-based plans. Investment management is provided through an affiliation with Cambridge Investment Research Advisors, and the brochure states that, as of 12/31/2025, client assets were managed through that affiliation. Financial Benefits does not hold client funds or securities itself and requires custody by third-party custodians, with securities transactions executed through Cambridge and established clearing firms. The firm’s advisors are licensed to sell insurance and disclose that they may receive commissions for insurance or securities sales, a potential conflict that is disclosed to clients and left to client acceptance. Financial Benefits also describes most financial planning engagements as non-ongoing unless a maintenance contract is established, and it discloses that the firm does not carry firm-level professional liability insurance while individual representatives do and can provide proof upon request.

To learn more about the advisors currently working at Financial Benefits, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.