Mission Statement

At benefEx, our Mission is to provide Research, Strategic Solutions, and Guidance. We recognize that we have been given a unique opportunity to assist our clients, and we genuinely appreciate that gift.

Our approach will always be collaborative. We will only enter into a client relationship that is based on mutual respect and trust. We strive to reward every client for giving us the opportunity to help them, and that reward is designed to provide them measurable improvements to their cash flow, profitability, and employee morale!


Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor benefex Benefits Planning is a member of NFP Benefits Partners, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc

Neither benefex Benefits Planning nor NFP Securities, Inc. offer legal or tax services.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.