Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, AIF®
You have worked hard to achieve a comfortable life style for you and your family. You dream of financial independence but you haven't begun a systematic program that will help make your dreams a reality. You need professional assistance that you can depend on now and for the future. Comprehensive Benefit Services, Inc. is committed to providing you with the professional assistance you need to insure that you maximize the opportunities available to you. We offer access to a full range of individual and corporate benefit plans that are competitive in the industry.
Our professionals recognize the importance of fully understanding both your current financial position and your future goals. We have a network of legal and tax professionals that, coupled with state of the art technology, can structure the financial and insurance portfolio for your unique requirements. We can help, whether your concerns lie in employee benefits, business continuation, insurance, planning for your children’s education, estate planning or planning for retirement.
We are committed to your understanding as well as your satisfaction. We strongly believe in the value of long-term relationships with our clients built on mutual respect and strengthened through solid performance. Our service goes beyond quick consultations and pre-packaged portfolio recommendations. We use a systematic step-by-step process to help you define your goals and then reach for them.
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams.
With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:
- Enabling technology
- Comprehensive clearing and compliance services
- Practice management programs and training
- Independent research
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit ;www.lpl.com.
* As reported in Financial Planning magazine 1996-2012, based on total revenues.