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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. 

 

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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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A Decision Not Made Is Still a Decision

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate the potential capital gains taxes due on your transactions.

Impact of Taxes and Inflation

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How Compound Interest Works

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Long-Term-Care Protection Strategies

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Perception vs. Reality

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

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