C4 Benefits Group provides sound, no-cost financial and insurance advice to clients in the fields of tax-smart savings, retirement planning, and insurance.
At C4 Benefits Group, we are committed to improving the financial lives and economic security of our clients. And our approach is very different:
Most companies are ‘captive,’ and can only sell products from their own, short list, irrespective of whether or not it fills the client’s needs, or improves their situation.
As a fully independent concierge financial and insurance firm, we are able to recommend products from an expansive list, from Main Street to Wall Street. And despite this wide array of possibilities, we never ‘sell’ the clients anything. Instead, we conduct a complete financial analysis, at no charge. Then we pour over a seemingly endless list of potential products before recommending only what best fits each client’s unique financial situation, and puts them in the best possible position. Again, at no charge.
Putting our client’s needs first is our mantra. Not only because it is the right thing to do, but because doing so ensures everything else will fall into place.
We do not view success by the number of clients we see, or how many deals we close. To us, success is determining the client’s needs and ensuring they are met.
For inquiries, comments or feedback, please send us an email.