Benefit Plan Strategies LLC
Advanced Planning for Business Owners & Executives
Through John Daly, you have the opportunity to consult with a nationally known group of knowledgeable, experienced professionals who are specially trained to listen to your goals and objectives, examine your current planning strategies, and offer well-researched suggestions and solutions to help you optimize your financial goals.
No matter where you’re located, with John Daly, you and your advisors can engage with our consultants by phone, face to face, or in a virtual meeting from anywhere in the country.
Our staff consists of nearly 30 experienced professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. Combined, we have more than 300 years of experience assisting with wealth strategies and business planning objectives in numerous concentrations, such as business protection and succession, nonqualified executive benefit strategies, tax diversification and reduction strategies, transnational planning (non-U.S. citizen), estate tax mitigation, and charitable planning.
Including John Daly and the Advanced Planning Group in your planning process may help you preserve and protect what you’ve already spent a lifetime creating.
John Daly works in collaboration with the entire Advanced Planning Group - a team experienced as legal and tax professionals, insurance and financial service providers with advanced degrees and designations such as Chartered Life Underwriter®, Certified Financial Planner®, Chartered Financial Consultant®, AEP®, Juris Doctor, and Certified Public Accountant - all of whom share one common goal: to ensure you get the best solutions for your unique situation.
Alan Chew, JD, CPA, CLU®, ChFC®
Jeremy Curtis, JD, MS, CFP ®
Dale Facey, JD
Gerry Gaeta, JD, MSFS
Pete Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
David Grebber, JD, LL.M, LUTCF
J.D. Harness, JD
Jeff Hatchman, JD, MSFS, MBA, MSM, CLU®, ChFC®, CFP®, FLMI, CASL, RICP, AEP®
Jeanmarie Holm, JD
Greg Holmgren, CLU®, ChFC®
John Irvin, CLU®, ChFC®, CPA
Mark Jansen, JD, CPA, CLU®, ChFC®
Bruce Kardon, JD, CLU®, ChFC®
Jeff Klein, CFP®
Jack Loney, JD, CLU®, CFP®
Brian Madgett, CLU®, ChFC®
Nick Martin, CLU®, ChFC®, MSFS®
Lillie Nkenchor, JD
Geoff Pfeiffer JD, CLU®, ChFC®, AEP, FLMI
Rick Popper, JD
Kelli J. Stiles, JD, CPA
Gary Underwood, JD, CLU®, ChFC®
R. Jason Varnell
Carlos Vicent, JD, CLU®, ChFC®, MSFS, MBA, LL.M