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)
Leakage is not a good word. The record rainfall in Southern California showed all of us our propensity for leakage through cracks, chimneys, roofs and overflowing swimming pools. (insert worry here). In the retirement planning world, leakage refers to the dollars that can be lost during the process of moving assets from one employer to […]
One of the ways Benefit Equity helps to retire your worries is by working with some of Southern California’s top financial advisors. Today, we’re learning a bit more about Wade Perry, Managing Principal and Co-Founder of Stonemark Wealth Management. Now, let’s hear from Wade about why he loves what he does so much. Why did […]
Terrell Suggs of the Baltimore Ravens has been one of the most consistent players in the NFL the past decade-plus. Outside of 2012 when he played just eight games and 2015 when he missed 15 games, he’s had 10 seasons with at least eight sacks. He leads the team with eight this year, and he’ll […]
Sabrina Roblin, a 58-year-old former executive of a leadership consulting firm, is preparing for her audition with the televised singing competition show The Voice in February. Roblin is recently retired and using her golden years to live out her childhood dream of being a professional singer. “People used to retire at 65 — they had […]
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Meet Our Team
Michael I. Gorelick, APR President – Senior Pension Consultant