Mission & Commitment
Our Tradition of Excellence
Technologies change; markets ebb and flow but comprehensive, independent, objective advice is a timeless concept. So too are our underlying principles – delivering knowledge with integrity and service.
As specialists in managing retirement plans, Benefit Strategies is committed to providing objective, impartial and independent advice for all the elements of your plan.
- Our custom plan design and operation practices are driven by our client’s objective to provide meaningful retirement benefits to employees and the prudent use of available tax incentives.
- Our administrative services are rooted in our technical understanding of federal requirements and regulations.
- Our plan recommendations are based solely on quantitative and empirical data, coupled with ERISA’s mandate for fiduciaries to perform as “prudent experts.”
- We are not compensated for the sale of any financial firm’s products.
- We perform all of the services needed to make each facet of a retirement plan cost-effective and productive.
- We provide highly-personalized Total Retirement Plan Management at an affordable cost.
Are you looking for a different retirement plan experience?
One that considers your business, your tax and savings goals, and your employees to provide comprehensive solutions to meet these needs. Then, we invite you to get to know us.
Benefit Strategies, Inc.
McVitty Executive Park
2766 Electric Road, Suite B
Roanoke, VA 24018
T: (540) 989-2020
F: (540) 989-1212