American Benefit Institute
Vision Statement
For over 40 years, American Benefit Institute and its predecessor companies have been dedicated to providing Wealth Counseling for Business Owners, Entrepreneurs, Corporate Executives and Affluent Professionals.
Our historic focus has been to assist the small to medium sized business owners (5 to 500 employees) in the creation, protection, preservation and transfer of their wealth most efficiently by minimizing, reducing or, in some cases, eliminating taxes while increasing the investment returns without a corresponding increase in risk.
Our company, in a national collaborative effort with our Strategic Partners, Network CPA Firms, Network Law Firms and selective Professional Employer Organizations, will provide a second parallel marketing and distribution channel (small business/94% of America’s business) to serve the most efficiently and effectively the middle America market through worksite counseling. This parallel distribution channel will be staffed by specially trained and dedicated Financial Advisors, CFP’s and other Counseling Professionals to deliver freestanding or fully integrated financial planning services.
Our services include, but are not limited to, the following lifecycle needs and professional capabilities:
- Financial Planning
- Risk Analysis and Management
- Asset Protection Planning
- College Education Planning
- Retirement Planning
- Estate Planning
State of the art capabilities make it feasible to deliver these services in a cost effective manner due to the common marketplace (worksite) evolution of leading edge concepts, perfected delivery systems and competitive consumer oriented financial services and counseling.