Get Started
Payroll Client Access

The BeneVest Process A Disciplined Process

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined five-step process.

Get A Quote

Custom Financial Planning Services for Businesses and Employers

BeneVest Services & Resources

BeneVest Services Meet Our Advisors The BeneVest Process Account Access

  1. Compatibility Meeting

    During our initial complimentary compatibility meeting, we will get to know one another. We will work to understand what is important to you regarding your current financial situation and answer questions.

  2. Discovery

    We begin this stage focusing on what your specific needs are and what you want your investment capital to do for you. As this stage progresses, we will establish goals and lay the foundation for a process that works specifically for you.

  3. Strategy

    The primary objective of this stage is to develop an effective, long-term investment strategy that is customized to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for longterm success. The plan is reviewed and the rationale behind recommendations is shared.

  4. Implementation

    The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

  5. Monitoring & Adjusting

    We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA / SIPC. Cetera is under separate ownership from any other named entity. (Firm-approved alternative non-affiliated disclosure may be used in place of this statement)

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Cetera Advisor Networks Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.