Frequently Asked Questions
Planning Your Retirement Comes With A lot of Questions.
We've Got All Your Answers.
For a more in-depth and thorough answer to any questions you may have regarding the planning and success of your retirement, if you’re viewing this website on your mobile device click this number: 312-873-1101, if you’re using a computer, call us to schedule an appointment.
Our website gives you several ways to get started with us, through our monthly in-person presentations, our Zoom presentations, and one-on-one in-person or Zoom appointments.
At Better Benefits Family, we provide a very thorough Estate and Financial Planning process, which includes three scheduled appointments: (1) fact gathering and review, (2) review of first draft of the Estate and Financial Plan, and beginning of the implementation process, and (3) reviewing and signing any documents needed to implement the Estate and Financial Plan.
Better Benefits Family serves the underserved market of age 50+ with retirement assets of $750,000 to $10,000,000.
If your business has sales revenue in the amount of $1,000,000 to $20,000,000, you fit our preferred Better Benefits Family client profile.
Better Benefits Family Financial Services, Inc.’s fees range from a minimimum of $3,000 and up, depending on which of our services you choose. The fee is not charged to you if you reallocate your assets according to the Estate and Financial Plan we develop for you, or if you reallocate your assets to improve your existing Estate and Financial Plan.
Your information is protected by A+ rated financial service companies, as well as five star internet security firms and in-house building security.
You can initially communicate with us by filling out a form on our webpage or giving us a call at 312-873-1101. We’ll get back to you via email or by phone, whichever you prefer.
Our offices are available for appointments from 10:00 am to 4:00 pm, Monday through Thursday, with the last appointment at 4:00 pm, and Friday from 10:00 am to 1:00 pm. Saturday appointments are for existing clients only. No Sunday and Holiday appointments, except for existing clients in emergency situations.
No, Better Benefits Family is an Estate and Financial Planning Service. The fiduciary responsibility for your assets will be reallocated to A+ broker dealers and insurance carriers.
Yes, however, we will have to give your existing Estate and Financial Plan a second opinion review through Better Benefits Family Financial Services, Inc., in order to upgrade your Plans.
Ready to Start Planning?
Let the Better Benefits Family team assist you through each step of planning for your well deserved retirement.
