About Us
Financial Benefits, Inc. (FB, Inc.) has specialized in creating holistic financial plans for individuals and business owners for over 44 years. Our mission is to educate, enrich, and empower our clients to ensure a solid financial foundation.
Through Simplicity Investments, we provide detailed financial analysis and specific product recommendations tailored to your unique needs. Our team of dedicated professionals offers expertise in several key areas, including:
- Risk Management
- Estate Preservation
- Business Planning
- Retirement Strategies
- Life Insurance
- Wealth Management and Accumulation
FB, Inc.’s extensive knowledge, paired with our diverse portfolio and industry relationships, allows us to offer a seamless experience. We are confident that after meeting with us, you will be better informed and prepared for your financial future.
Tony A. Hodge, LUTCF