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We at Benefit Resource Partners (BRP) believe it is paramount to have a partner during your retirement planning process. We will make every effort to increase your understanding by:
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We are not affiliated with or endorsed by any government agency.
Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment adviser. Benefit Wealth Partners and CreativeOne Wealth are not affiliated companies. We do not provide tax, legal or estate planning advice.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict future results.
Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
