Well established with more than 40 years of collective experience helping individuals & businesses with benefits and safe accumulation & income Products.
Vice President, Owner
(919) 330-2770 | shawn@betterbenefitsgrp.com
President, Owner
(919) 632-7300 | anne@betterbenefitsgrp.com
● Independent practitioners who aren’t captive to just one financial company.
● Can offer solutions from multiple companies that fit your situation.
● Actively collaborate with you to achieve your retirement income goals & dreams.
● Develop a personalized strategy for your future and peace of mind.
Safe, Guaranteed Lifetime Income Strategies
Tax Favored Financial Planning
Roth Conversions
Life Insurance - Temporary and Permanent
Infinite Banking Concept
Fixed Index Annuities
Rapidly Eliminating Debt
Medicare Guidance
Social Security Education
Worksite Benefits - small to large companies
Employer Retirement Plan Alternatives
Federal Employee Benefits Specialists: FRC certified
Fixed Indexed Annuities (FIA)
Cash Value Insurance
We’ll schedule a brief, purposeful consultation with you to explore our streamlined solutions for you.
Our goal is to learn about your needs and create a retirement savings plan that meets your needs.
We will develop a solution roadmap perfectly suited for your future goals, needs, and dreams.
We’ll meet with you to help you determine and create a customized plan that allows you to retire with confidence.