Benefit & Financial Strategies

Our team has decades of experience and education in many areas of finance and insurance, which allows us to provide a broad range of services. Because our team members focus on many different areas of finance, we offer you the opportunity to find an advisor that matches your needs and goals. We are committed to working collaboratively to find fitting strategies for you. Many of our clients come to us from referrals, not from our marketing. This is due to the deep relationships we have developed with our long-time clients who entrust us to serve their children, extended family, colleagues and friends. We are honored to have the trust of so many members of our community, and we work hard to keep that trust every day. We are based in Flagstaff, Arizona, only an hour away from the Grand Canyon. A small firm with a large sense of community, our staff truly cares about our community and is actively invested in its well-being. We volunteer, donate and play a role in deciding the future of Flagstaff. We offer services to all of Northern Arizona as well as the Phoenix area and some neighboring states, including Colorado, Utah and California. Securities & investment advisory services offered through Ameritas Investment Corp. Member FINRA(www.finra.org)/SIPC(www.sipc.org). AIC and Benefit & Financial Strategies (BFS) are not affiliated. Additional products and services may be available through BFS that are not offered through AIC. Securities products are limited to residents of AZ, CO, ID, IA, CA, FL, MI, NV, OR, TX, WA & WI. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Someone from BFS will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.