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Schedule your complimentary consultation today and get clear, personalized guidance on your insurance and financial options.
Your Partner for Reliable Insurance & Financial Planning
We understand that choosing the right insurance can feel overwhelming. That’s why we guide you with experience and empathy, providing personalized plans that fit your goals. Our process is transparent, our advice straightforward, and our service built on trust.
- Personal Experience: Founded through real-life challenges that inspired a mission to help others make informed insurance decisions.
- Extensive Guidance: Tailored support for Medicare, life, and group insurance needs.
- Trusted Carriers: Blue Cross NC, Aetna, Cigna, Devoted Health, and United Health Care.
- Local Reliability: Based in Monroe, NC, serving individuals and small businesses across the Carolinas.
- Personalized Planning: Financial and insurance strategies customized to each client’s goals.
- Free First Consultation: Get started today with no obligation.
Tailored Insurance & Financial Consulting Services
We offer insurance and financial services that protect individuals, families, and businesses alike. Explore our Medicare, supplemental, life, small employer, and health insurance plans designed to give you lasting security and confidence.
Medicare
Navigate Medicare coverage confidently with personalized plans for Part A, B, C, D, and Supplement options that fit your health needs.
Medicare
- Medicare Part A & B
- Medicare Advantage
- Medigap & Prescription Plans
- Guidance From Local Agents
- Personalized Coverage Support
Supplemental Insurance
Fill coverage gaps with plans for hospital, critical illness, dental, vision, and disability insurance that protect your finances.
Supplemental Insurance
- Hospital Indemnity
- Critical Illness & Accident Plans
- Dental & Vision Coverage
- Disability Income Insurance
- Custom Supplemental Solutions
Life Insurance
Safeguard your family’s future with life insurance options that provide income replacement and long-term financial security.
Life Insurance
- Term & Whole Life
- Final Expense Coverage
- Cash Value Options
- Family Protection Riders
- Financial Growth Opportunities
Small Employer Insurance
Strengthen your small business with group health plans that improve employee satisfaction and retention.
Small Employer Insurance
- Group Health & Dental
- Vision & Wellness Programs
- Telehealth Services
- Employee Benefit Design
- Custom Plan Support
Health Insurance
Choose private or family health insurance plans with preventive care, prescription coverage, and affordable rates.
Health Insurance
- Individual Health Plans
- Family Insurance Options
- Preventive Care Coverage
- Prescription & Maternity
- Mental Health Benefits
Long-Term Care
Plan reliable long term care insurance plans that help manage future care costs and protect savings. Get clear guidance and start building a strategy today.
Long-Term Care
- Support planning for future nursing and care needs
- Help reduce financial strain from extended care costs
- Coverage options for home assisted and facility care
- Guidance aligned with long term financial goals
- Structured planning for changing health situations
Take the Next Step Toward Financial Security
Start your journey toward reliable health and financial protection today. Whether you’re planning for retirement, expanding employee benefits, or ensuring your family’s future, Business Benefits & Financial Services Consulting, Inc. is here to help. We provide dependable health insurance solutions in Monroe, NC, designed around you.
Let’s Discuss Your Insurance & Financial Goals
Headquarters
Here to help with your insurance and planning needs.
Business Hours
Mon – Fri: 9:00 AM – 5:00 PM
Sat – Sun: Closed
