# · Benefit Financial Services

- **Website:** <https://benefitfinancialservices.com>
- **Primary alias:** `benefitfinancialservices.com`

## Description

Benefit Financial Services provides personalized financial planning and investment management for individuals and families seeking to align their finances with long-term goals. Founded by Chuck and Sue Fitzpatrick, the firm draws on more than 30 years of financial experience and aims to offer attentive, ongoing support tailored to each client’s circumstances.

Its services include comprehensive retirement planning, Social Security benefit strategy, and income and tax planning. The firm helps clients assess retirement timelines, income needs, and potential tax-efficient approaches, coordinating with clients’ tax professionals when appropriate. It also works with clients to preserve, manage, and transfer wealth across generations.

Benefit Financial Services invites prospective clients to begin with a confidential, no-cost consultation to discuss their goals and current financial picture. From there, the firm helps develop a financial roadmap and provides implementation, monitoring, and ongoing guidance. Securities and registered investment advisory services are offered through Silver Oak Securities, Inc., a FINRA and SIPC member; Benefit Financial Services and Silver Oak Securities are not affiliated.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idX66KImHI/w/768/h/93/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1773367745337)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Maroon | #800000 | dark |
| White | #ffffff | light |
| Vin Rouge | #9f3f57 | accent |

## Fonts

- Oxygen — asset _(google)_
- Inter — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idX66KImHI/w/1920/h/999/idwwt_46b5.jpeg?c=1bxid64Mup7aczewSAYMX&t=1738294125377)

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_Source: <https://brandfetch.com/benefitfinancialservices.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._