Broker Check
6350 Walker Lane, Suite 500
Alexandria, VA 22310
Office: (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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

 

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

View all articles arrow

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

College Savings

See how much you may need to save now to cover future college costs for your child.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators arrow

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Surprises

Making the most of surprises is a great reason to work with us.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

View all videos arrow