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Our Services

At Benek Financial Group, Inc., we provide expert assistance in the following areas:

Investments

  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

Financial Planning

  • Qualified Retirement Plans
  • Income Tax Free Retirement Plans 
  • 401k Planning
  • 403b Planning
  • Estate Conservation Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Group Health Insurance