Retirement and Employee Benefit Solutions!

Benefit Planning Services, Inc. specializes in retirement, employee benefit and individual planning for organizations and their employees. We help organizations attract and retain quality employees and help individuals accumulate and preserve assets. We use a consultative approach to design, implement, administer and service retirement, employee benefit and individual financial plans. We are excellent at helping clients from the initial, often difficult, decision making and design process through to the implementation and service. We act as an advocate whose job includes ensuring that your plans run smoothly.

 

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Securities offered through Walnut Street Securities, Member FINRA, SIPC

 

 


 

 

 
Securities and investment advisory services offered through registered representatives and investment advisor representatives, respectively, of Walnut Street Securities, Inc. Member FINRA, SIPC, a registered investment advisor. Securities activities are supervised from a WSS branch at 18 Corporate Woods Blvd, 4th Floor Loudonville, NY 12211. 518-449-9762.  Benefit Planning Services and Walnut Street Securities, Inc. are unaffiliated entities.  Please note that you are free to implement your financial plan at the financial institution of your choice.
 
 
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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Newsletters

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

More Newsletters →