BENEFIT PLANNING SERVICES

Fee-Only Registered Investment Advisor

                          


  • Are you concerned about how your investments are doing?

  • Do you need professional advice to reach your goals?

  • Are you tired of "Salespeople"? 

If you answered "yes" to these questions we can help. - Contact Us


 

Benefit Planning Services is a "Fee-Only" Registered Investment Advisor firm providing investment management and financial advice to:

  • Individuals and Professionals

  • Charitable Institutions

  • Private Charitable Foundations

Fee-Only means that we do not sell products or investments - we Manage Investment Accounts and Provide Financial Advice. 

 

© COPYRIGHT 2006 ALL RIGHTS RESERVED Benefit Planning Services

A Division of Dan Mirgon & Associates, Inc.

 

 

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