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Benefits Consulting Group

P O Box 558928
Miami, FL 33255

Phone:

305.412.3465

Fax:

786.345.5856

E-mail:

Roberto Llopis-Martell Simple Solutions to Complex Problems

Welcome to our Web site.

Here you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We firmly believe that sharing information of that which is truly financially possible is the primary fuel needed to set your feet upon the path of discovery where you can find the many opportunities and potential rewards that are available when you take a proactive approach to manage your financial matters.

We have created this Web site in the spirit of self actualization and the articles and newsletters you will find here today will be updated for more current ones as news and issues of interest take place. Please, be sure to add our site to your list of "favorites" in your Internet browser; we wouldn’t want you to miss any developments in the area of personal finance.

We hope that with frequent visits you will gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we expect that through this process you will learn more about us; and that you will see the value of working with skilled professionals to pursue your financial goals.

Our door is always open:

This is your invitation to take full advantage of this resource and visit us often.

Outlines best practices for safe peer-to-peer payment app transactions.

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Explains benefits of employee-stock ownership plans for succession planning.

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Considering some important issues now could provide more options in the event of early retirement.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Will you be able to afford nursing home care?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much would your monthly lease payment be?

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck