Blog
September 16, 2025
Our Clients Say It Better Than We Ever Could
At Benefit Equity, a Strongpoint Partner we're proud to serve as trusted partners to financial advisors and business owners across industries. But don't just take it from us—here's what our clients have to say:
"BEI has the ability to take very complex retirement concepts and convey them to all levels of sophistication. They've been a tremendous asset to both my team and our clients in advising our retirement business."
— Wade Perry, AIF®, CPFA®, Managing Principal, Stonemark Wealth Management
"Michael Gorelick is always prepared to give the extra effort and see through these sometimes long retirement plan processes from start to finish. My clients thank him, and I thank him for his service, advice, and counsel."
We're honored to be part of our clients' successes—and ready to bring that same clarity, strategy, and follow-through to your plan. Discover the BEI difference by calling us at 714.480-1364 and connect with us here.
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