Know your benefits. Understand your options. Move forward confidently.
Our team helps federal employees understand their benefits and make informed retirement decisions. Our role is to guide your choices at your pace and based on your goals.
Watching these videos will give you a peek into how Benefit Wealth Partners is advocating for you and your future.
Brent Ford’s View of Industry Trends
Creating the Right Client Experience
Chasing Portfolio Returns
Understanding Sequence of Returns
Questions Investors Should Be Asking
Do emotions affect your retirement planning?
Learn to make rational, clear-headed decisions about your retirement financing with the help of BWP founder Brent Ford’s book Retirement Mindset: How Mastering Emotions Helps You Master Retirement.
Brent Ford’s book, Retirement Mindset, shares ways to approach decisions about retirement. It offers frameworks you can apply across changing circumstances. Request a copy at no cost.
Request your no cost copy today!
816 N High St.
Chippewa Falls WI 54729
Phone: 800-905-8576 Fax: 866-864-93 51
We are not affiliated with or endorsed by any government agency. Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment adviser. Benefit Wealth Partners and CreativeOne Wealth are not affiliated companies. We do not provide tax, legal or estate planning advice. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict future results. Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).