For success, all it takes is the right plan.
But how do you know if you have the best plan for you and your employees?
Benefit Equity, Inc. is a Southern California-based financial services partner for top financial advisors and successful small and mid-sized business owners who want help in designing custom, worry-free and secure retirement plans with maximum tax benefits.
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Retire Your Worries (The Blog)
Reitre Your Worries (Our Blog)
FOR IMMEDIATE RELEASE SANTA ANA, Calif., May 17, 2017 – Local retirement plan administration firm Benefit Equity, Inc., announced today that it has hired Peter J. Manning as the company’s new Sales/Pension Consultant. “The last sales representative we hired was me in 1995—and that has worked out pretty well,” said Michael Gorelick, president, Benefit Equity, […]
One of the ways Benefit Equity helps to retire your worries is by working with some of Southern California’s top financial advisors. We define top advisors as individuals who focus on Group Retirement Plans and are exceptional with regard to customer service. Today, we’re learning a bit more about Jack Brkich of JMB Financial Managers, Inc. […]
Tom Sightings, author of You Only Retire Once and blogs at Sightings at 60 may be fearless. When the rest of the media and world preaches the gospel of doom re: retirement, he sees the sunny side. Here’s why he says we/you should’t fear life without a steady paycheck:hould’t fear life without a steady paycheck: You may […]
Fifteen years of hard knocks, bruises, breaks and surgeries is probably enough punishment to drive ANYONE to retire. And that’s how the story ends (for now) concerning Dallas Cowboys’ quarterback and legend Tony Romo, the undrafted to a true franchise quarterback story that captivated millions as he and the Cowboys tried (unsuccessfully) to get back […]
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Meet Our Team
Michael I. Gorelick, APR President – Senior Pension Consultant