Please join us in welcoming Melissa Ronnie to Benefit Financial Services Group (BFSG). Melissa joins the BFSG team as a Client Service Specialist. She focuses on the client relationship experience and provides clients with account assistance. We are looking forward to the positive impact she is going to make at BFSG and for our clients. Welcome Melissa!
BFSG Blog
Financial Resources & News
Welcome to the Team – Henry VanBuskirk
Please join us in welcoming Henry VanBuskirk, CFP® to Benefit Financial Services Group. Henry joins BFSG as a Wealth Manager. He will be working with our clients to help them realize their short and long-term goals by delivering personalized financial plans and retirement analysis. Previously, he worked as an Investment Analyst for an advisor in Woodland Hills, CA. Henry graduated from the...
Welcome to the Team – Crystal Kessler
Please join us in welcoming Crystal Kessler, CFP® to Benefit Financial Services Group. Crystal joins BFSG as a Wealth Manager / Financial Planner. She will be working with clients to help them realize their short and long-term goals by delivering personalized financial plans and retirement analysis. Previously, she worked as a Wealth Advisor for a Registered Investment Advisor in San Diego, CA....
Welcome to the Team – Xiaomei Huang
Please join us in welcoming Xiaomei Huang, MBA, MS, to Benefit Financial Services Group. Xiaomei joins BFSG as a Securities & Financial Analyst. As a Securities and Financial Analyst, Xiaomei’s current responsibilities include analyzing securities using fundamental research. Prior to joining Benefit Financial Services Group, she worked in the media, and she approaches security analysis like...
Our Services
Investment Management
Tailor portfolios to your needs and goals.
Retirement Planning
Investing and saving wisely is vital to success in retirement.
Financial Planning
Navigating the complexities of your financial affairs can be simplified.
Tax Management
Help to increase the amount you “take home”.
Estate Planning
Protect your loved ones and make sure your legacy endures.
Executive Compensation Analysis
Simplify the many options and decision points of executive compensation plans.
Education Planning
Confidently plan for your children’s future.
Charitable Giving
Give in a tax-smart, simple way.
*Please Note: Limitations. The scope of services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not serve as an attorney, accountant, or insurance agent. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by BFSG) or any financial planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.