The Benefit Planning, Inc. advisors through Money Concepts have been advising clients on their options within defined benefits programs since 1991. We work with Federal and Postal employees to give them a better understanding of their government benefit package. We are happy to answer your questions about FERS, CSRS OFFSET, CSRS retirement systems, Social Security, the FERS social security bridge and Thrift Savings Plan options. Our goal is to help maximize working and retirement benefits. Money Concepts is not affiliated with LinkedIn, Inc. or LinkedIn, Inc. services. Money Concepts does not expressly or implicitly adopt or endorse expressions, opinions or content posted by fans or third-parties on LinkedIn pages. Money Concepts does not adopt or endorse products, services, advertisements, recommendations or statements and does not control, serve, adopt or endorse advertising, messages or content LinkedIn may publish or that may appear on LinkedIn or LinkedIn-affiliated sites. No part of this page is intended to make recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only. Non-Money Concepts URLs or external websites mentioned herein are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content of any unaffiliated site and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts. Benefit Planning, Inc. is an independent firm not affiliated with Money Concepts Capital Corp.
View Top Employees from Benefit Planning, Inc. Financial Services for Federal EmployeesWebsite | http://www.benefit-planning.com/ |
Revenue | $6.8 million |
Employees | 9 (7 on RocketReach) |
Founded | 1987 |
Address | 227 Midland Park Ste 3A, Shelbyville, Kentucky 40065, US |
Phone | (502) 633-1491 |
Industry | Financial Services, Insurance |
Competitors | Atlantic Pension Planning, Maryland Annuity Resource |
SIC | SIC Code 641 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 524 Companies, NAICS Code 524298 Companies, NAICS Code 5242 Companies, NAICS Code 52429 Companies, NAICS Code 52 Companies |
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The Benefit Planning, Inc. Financial Services for Federal Employees annual revenue was $6.8 million in 2024.
7 people are employed at Benefit Planning, Inc. Financial Services for Federal Employees.
Benefit Planning, Inc. Financial Services for Federal Employees is based in Shelbyville, Kentucky.
The NAICS codes for Benefit Planning, Inc. Financial Services for Federal Employees are [524, 524298, 5242, 52429, 52].
The SIC codes for Benefit Planning, Inc. Financial Services for Federal Employees are [641, 64].