Benefit Planning, Inc.

Company:	Benefit Planning, Inc.
Contact:	Greg Margevicius
Address:	1456 Warren Road, Suite 102
City:	Lakewood
State:	OH
Zip:	44107
Phone:	216-712-4860
Fax:	216-712-4884
Email:	gmargevicius@benefit-planning.com
Website:	www.benefit-planning.com

We are: Benefit Planning, Inc.
The Federal Retirement Planning Specialists

Since 1987 Benefit Planning has been helping federal employees understand their benefits and provide guidance for integrating their benefits package into their personal financial plan and their plans for retirement. Our team of specialized, representatives across the United States have over 100 + years of combined federal benefits and financial planning experience.

Common Topics of Interest:

Retirement Eligibility
Retirement Options
Pension Estimates
Spousal Pension Calculations
Military Buy-Back Decisions
Military Catch 62 Penalties
CSRS Offset Rules
FERS Transfer Rules
Sick Leave
WEP Rules
GPO Rules
Special Retirement Provisions
FERS Options & Costs
TSP Options & Distribution Rules
Deposits & Re-Deposits

We believe that only through education and proper planning can the federal and postal employee achieve a secure financial future for themselves and their family.

As Registered Representatives, BPI can provide assistance with investments, life & long term care insurance, short term disability, as well as fee based asset management and fee based financial planning.

We offer free 2 hour Federal Benefits training workshops for agencies on a limited basis. As an approved GSA Contracted Vendor, we offer GSA discounted pricing on our 4 hour, 8 hour and 2 day training sessions.

Common Workshop Topics Include:

CSRS & CSRS Offset Retirement
FERS Retirement & Annuity Supplement
Social Security & CSRS Penalties
Military Time
FEGLI & Private Sector Insurance
Survivor Benefits & How to Maximize
Where to put your money in TSP
How to get more from TSP
Deposit & Re-Deposit Time
Retirement Planning

Offering Advice Since

2020

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long Term Care
Agency Benefits and Retirement Training workshops

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: OH
Security Licenses: OH, MI, FL, AZ, TX
Investment Advisor Registration: Money Concepts Capital Corp.
Other Licenses, Certifications, Designations: IAR

My Association with the Office or Firm

Independent Contractor

Broker / Dealer Affiliation

INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC.
Benefit Planning Inc. is an independent firm not affiliated with Money Concepts Capital Corp.

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