Total Benefits Planning

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

557 Bush Rd Ste B, Savannah, Georgia, 31...

Phone Number

(540) 597-5715

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Total Benefits Planning

Total Benefits Planning specializes in providing personalized financial solutions for individuals seeking clarity about their financial future, particularly those with minimal or no assets. The company focuses on cultivating financial efficiencies to help clients build and preserve their assets, ensuring they can live comfortably now and in retirement while leaving a meaningful legacy. They aim to assist those concerned about retirement security by tailoring personal financial plans that provide clarity and direction. Total Benefits Planning is dedicated to building trust and security with their clients.Explore more
Popular SearchesTotal Benefits PlanningTotal Benefits Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Total Benefits Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Total Benefits Planning

$6.9M
11-50
Private
-
2022
SA
Scott AsselinCompany Owner
$6.5M
11-50
Private
-
1994
<$5M
1-10
Private
-
-
KS
Kristy SegalSenior Manager, Accounts
<$5M
1-10
Private
-
2013
Dan Owens, President at Retirement Transitions
Dan OwensPresident
<$5M
1-10
Private
<$5M
2007
JO
Jimmy OenbrinkVice President - Sales Producer
<$5M
1-10
Private
-
2003
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Total Benefits Planning Tech Stack

A closer look at the technologies used by Total Benefits Planning

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Frequently Asked Questions Regarding Total Benefits Planning

What is Total Benefits Planning's official website?
Total Benefits Planning's official website is www.totalbenefitsplanning.com
What is Total Benefits Planning's Revenue?
Total Benefits Planning's revenue is $6.9 Million
What is Total Benefits Planning's SIC code?
Total Benefits Planning's SIC: 62,628
What is Total Benefits Planning's NAICS code?
Total Benefits Planning's NAICS: 52,523
How many employees does Total Benefits Planning have?
Total Benefits Planning has 11-50 employees
What industry does Total Benefits Planning belong to?
Total Benefits Planning is in the industry of: Finance, Securities Trading
What is Total Benefits Planning competition?
Total Benefits Planning top competitors include: Group Benefits Consulting, Benefits Unlimited, Retirement Transitions, M & L Benefit Solutions
What technology does Total Benefits Planning use?
Some of the popular technologies that Total Benefits Planning uses are: WordPress.org, PHP, Google Tag Manager, Sectigo
How do I contact Total Benefits Planning?
Total Benefits Planning contact info: Phone number: (540) 597-5715 Website: www.totalbenefitsplanning.com
What does Total Benefits Planning do?

Total Benefits Planning specializes in providing personalized financial solutions for individuals seeking clarity about their financial future, particularly those with minimal or no assets. The company focuses on cultivating financial efficiencies to help clients build and preserve their assets, ensuring they can live comfortably now and in retirem... ent while leaving a meaningful legacy. They aim to assist those concerned about retirement security by tailoring personal financial plans that provide clarity and direction. Total Benefits Planning is dedicated to building trust and security with their clients.Read More

Is Total Benefits Planning a public company?
Total Benefits Planning is private company therefore does not currently have an official ticker symbol
See more information about Total Benefits Planning

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