Individual Financial Services

Navigate Your Retirement Transition with Confidence

Whether you are close to retirement, leaving an employer sponsored retirement plan, or just starting with retirement investments, Life Benefit Solutions has the team expertise and tools to assist you with the following:

  • Extensive knowledge on tax-exemption
  • Pension consolidation service
  • Retirement income projections
  • Individual life insurance 
  • Individual health and dental solutions
  • Individual critical illness
  • Personalized investment advice
  • Budgeting & financial wellness education

 Our dedicated specialists are here to make sure your transition from a group retirement plan is seamless. We offer tax-exempt retirement plans specifically for individuals who earn tax-exempt income from their employment.