Broker Check
5568 General Washington Drive
Suite A-217
Alexandria, VA 22312-2465
Office: (703) 750-3393
Direct: (703) 813-5551
Toll Free: (800) 445-5595
Fax: (703) 813-6170
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement Around the Table: Diversity and Inclusion

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. 

 

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Helpful Content

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

View all articles arrow

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

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

View all calculators arrow

5 Smart Investing Principles

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

View all presentations arrow

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Saving for College 101

Here’s a crash course on saving for college.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

View all videos arrow