Benefit Planning

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

227 Midland Park Ste 3A, Shelbyville, Ke...

Phone Number

(502) 633-1491

Revenue

$6.6 Million

Industry

Finance Training Education Insurance Securities Trading
ZI Rank: 1
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About Benefit Planning

Benefit Planning Inc. specializes in providing personalized financial solutions for federal employees, focusing on retirement planning and comprehensive financial management. Established in 1987, the company offers a range of services including asset management and insurance planning. They also conduct GSA Retirement Training seminars to educate federal employees about their benefits. Their commitment to understanding the unique needs of federal employees distinguishes them in the financial planning industry.Explore more
Benefit Planning's Social MediaPopular SearchesBENEFIT PLANNING IncBenefit PlanningBenefit Planning Services IncBenefit Planning Concepts IncBenefit Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Benefit Planning Org Chart

PhoneEmail
TC
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Federal Retirement Specialist

PhoneEmail
DL
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Financial Representative

PhoneEmail
GM
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Financial Advisor

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FL
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Financial Advisor

PhoneEmail
HT
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Cfp Financial Advisor

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BS
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Financial Planner

PhoneEmail
CM
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Business Administrator

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CS
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Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benefit Planning

$6.6M
11-50
Private
-
1987
TC
Trenton ClaycombFederal Retirement Specialist
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
1977
NS
Nancy SpringlerManager, Client Services
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CM
Catherine McDougallPresident & Founder
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Benefit Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Benefit Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Benefit Planning.

Benefit Planning Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Benefit Planning

What is Benefit Planning's official website?
Benefit Planning's official website is www.benefit-planning.com
What is Benefit Planning's Revenue?
Benefit Planning's revenue is $6.6 Million
What is Benefit Planning's SIC code?
Benefit Planning's SIC: 62,628
What is Benefit Planning's NAICS code?
Benefit Planning's NAICS: 52,523
How many employees does Benefit Planning have?
Benefit Planning has 11-50 employees
What industry does Benefit Planning belong to?
Benefit Planning is in the industry of: Finance, Training, Education
What is Benefit Planning competition?
Benefit Planning top competitors include: Bellingrath Wealth, Stratos Wealth Advisors, Sterling Total Wealth Solutions, Foundation Asset Management
What technology does Benefit Planning use?
Some of the popular technologies that Benefit Planning uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Google Global Site Tag
How do I contact Benefit Planning?
Benefit Planning contact info: Phone number: (502) 633-1491 Website: www.benefit-planning.com
What does Benefit Planning do?

Benefit Planning Inc. specializes in providing personalized financial solutions for federal employees, focusing on retirement planning and comprehensive financial management. Established in 1987, the company offers a range of services including asset management and insurance planning. They also conduct GSA Retirement Training seminars to educate fe... deral employees about their benefits. Their commitment to understanding the unique needs of federal employees distinguishes them in the financial planning industry.Read More

What are Benefit Planning social media links?
Benefit Planning Linkedin page Benefit Planning Facebook page
Is Benefit Planning a public company?
Benefit Planning is private company therefore does not currently have an official ticker symbol
See more information about Benefit Planning

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