Global and International Funds Are Alternative Investments Right for You? The Good Ship IPO The Business Cycle

Welcome to Comprehensive Benefit Services, Inc.

When it comes to determining the most appropriate employee benefits product design and product mix to suit both the needs of your company and the welfare of your staff, the considerations can be confusing. What many businesses need to guide them in their employee benefits and associated HR services, is a relationship with a trusted employee benefits consultant that can help them sort through the maze of available information and make informed, intelligent choices.

That is what we do for our clients and it is what we can do for you and your company. We specialize in the following areas:

  • Employee Benefit Services  - Group Health, Dental, Life, Disability Programs and Analysis. 
  • Corporate Retirement Plans - 401(k), 403(b), Profit Sharing, Deferred Compensation and 3(21) Fiduciary Services.
  • Business Succession - Strategies on how to transition out of your business
  • Estate Planning- for preservation of wealth from generation to generation
  • Variable and fixed annuities
  • Life insurance - providing financial protection for your loved ones
  • Investment Portfolio Analysis

If you would like any further information about these topics or other areas of our services, please do not hesitate to call us at: (703) 813-5551 or email us at: lee.bethel@lpl.com. 

 

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The New Red Scare: Chinese Ownership of U.S. Debt

Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow