Our Services for Individuals

The advisors at BenefitWorks can guide you through the process to bring a comfort level to your investing. We accomplish that by assessing your risk tolerance and making investment recommendations that align with your propensity for risk-taking.

 

We’re here to help

We've been serving individuals and businesses throughout all of Pennsylvania since 1984.

You'll find our clients in Philadelphia, Williamsport, Harrisburg, Lancaster and Lebanon.

Our services for individuals include

  • Investment Advising
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Asset Protection
  • Tax Planning

Why we’re different

BenefitWorks is different from other Lebanon, PA investment firms. We’re independent. We’re not affiliated with any investment companies or investment products. Our loyalty is always to you.

With BenefitWorks you get

  • Complete transparency of fees
  • Total objectivity
  • No hidden agendas
  • No commissions
  • Advice that is in your best interest

 

 

Services For Individulas - Inset 1

Investment Management

When you choose BenefitWorks, you work with a Lebanon, PA investment firm –  who always keep your best interests in mind.

When you choose BenefitWorks, you work with a Lebanon, PA investment firm –  local professionals you’ll have a face-to-face relationship with – advisors who will always keep your best interests in mind.

In managing your investments, we:

  • Maintain the highest fiduciary standards
  • Work with you to understand your individual financial goals, circumstances and risk tolerance 
  • Recommend a carefully selected, diverse portfolio designed to help you achieve your goals while managing risk
  • Educate you about investing – in person and through powerful online tools
  • Ensure the privacy and integrity of your account information, while offering you secure, online access that lets you monitor and manage your account
  • Provide accurate, timely accounting and reporting of your investment activity

Financial Planning

We’ll work with you to develop a financial plan that’s designed to give you the financial security you’ll need for the milestones you incur during life as well as for the unexpected events than can happen along the way.

Our financial planning professionals not only share their knowledge with you but also respond to your needs and priorities. They’ll get to know you and your individual situation. They’ll ask you about your goals, tolerance for risk, and the things that are important to you and your future. 

  • Buying a home
  • Saving for college
  • Planning for retirement
  • Starting a family
  • Switching careers
  • Managing an inheritance
  • Charitable giving