Hidden Fees in Your 401(k)

Our own Adi Benyishay was interviewed for an NBC 10 Special Report on the subject.

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We are deeply committed to our clients and to making sure they are able to enjoy their hard-earned retirement.

- Adi Benyishay, CEO and Founder

Adi Benyishay, President

Insurance Agent and Investment Advisor Representative 

 

Adi is a well-known financial educator in the Greater Philadelphia area. Since 1991 he has developed many unique strategies for businesses by providing Pensions, 401(k)s, 403(b)s, S.E.P. & Simple IRA.

Adi also helped many individual investors preserve their retirement assets, increase their "must have" income, reduce their fees and income taxes. Thousands of "Baby Boomers" and retirees have attended his workshops. Many have used his advice to wisely invest their hard earned retirement accounts. Consequently, he is regarded as a local expert in creating opportunities for retirement. Adi is the founder and president of Financial Benefits Alliance, and the principal of FBA Wealth Management, LLC a Registered Investment Advisory Firm.
  Adi and his wife live in Lower Bucks and are the proud parents of five, and grandparents of four.

 

 

 

 

Doug Podboreski,

Insurance Agent and Investment Advisor Representative

 

Doug joined FBA in 2012 and is a Registered Investment Advisor Representative and Licensed Life and Health Insurance Agent.

Doug has 30 years management experience of projects large and small, which give him the financial perspective needed in managing clients retirement accounts.

 







 

Elaine Pfleger, Office Manager 

Elaine joined our firm in 2006.  We have put her years as a primary grade school teacher and a partner in their family business to good use.  Her organization skill along with her attention to detail becomes obvious as she manages our front office.

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Financial Benefits Alliance provides advisory services only in states where it is registered as an investment adviser.

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(215) 942-0980 | info@fballiance.com
102 Lakeside Park, Southampton, PA 18966
© 2014, Financial Benefits Alliance, Inc.
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