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
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!