Our mission is to make your benefit plans, tax strategies and insurance plans give you the time to focus on what is most important in life. We comprehensively assess your goals and align your current situation with your vision for the future, to help ensure you live your best life now and in retirement.


Concierge Service

Having a great benefit plan at work is fantastic, however, many executives may not fully utilize their benefit plans or incorporate their plans to their full potential into their personal planning. Work with benefitRFP to help you fully understand your current benefits, calculate any gaps to reach your goals and implement a personal financial plan to make your vision a reality. We specialize in these areas:

  • Retirement planning

  • Life insurance planning

  • Disability insurance planning

  • Personal insurance coverage


Investment Management

Having a plan for growing your assets is imperative. Our investment management team with coordinate with our planning teams to match your goals, needs and risk profile to your investment strategies. benefitRFP is independent to help ensure your needs are our only guiding principle. We specialize in the following areas:

  • Portfolio management

  • Investment policy statement

  • High net worth investment strategies

  • Asset allocation

  • Alternative investments


Estate Planning

Transition of wealth to the next generation is vital to many families. We ensure our clients can create the liquidity to pass on the family business to the next generation. We work with your advisors to create insurance and trust plans in the most cost effective manner. Maybe we can even lend a listening ear to help you formulate your wishes. Ultimately our planning incorporates and works in tandem with all the other facets our planning work together. We specialize in:

  • Premium financing insurance plans

  • Qualified plan transitions

  • Asset transitions

  • Life insurance placement