Specializing in Employee Benefits and Retirement Planning
Filimon Benefits Group, Inc. was established in 1991 to help our customers meet their benefit and financial needs. FBG offers a wide variety of employee benefits and financial products to help you with the daily management of employee benefits. Our experienced and professional staff will help identify your needs. Once we have identified those needs, our mission is to provide the highest level of service.
We pride ourselves in exceptional, value added customer service by taking the day-to-day management of employee benefits process out of your hands and into our office. Filimon Benefits Group, using the latest tools, products and services, can customize your benefits that may help you reduce your costs while enhancing your benefit package.
Filimon Benefits Group, also provides individual and group Retirement Planning. We will review your entire portfolio of investments and insurance and make the appropriate recommendations to help you achieve your retirement goals. Please refer to the various tools within this web site that will help you become familiar with terminology and the process by which your goals can be realized.
Filimon Benefits Group specializes in:
Medical, Dental and Vision Insurance Plans
Life, Disability and Long-term Care Insurance
Flexible Spending Accounts
Health Reimbursement Arrangements (HRAs)
Health Savings Accounts (HSAs)
Variable and Fixed Annuities *
Mutual Funds *
IRA & Roth IRA Accounts *
We believe we have the strategy to help you meet your Benefit and Financial Goals . . .
Newsletters
-
Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
-
Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
-
Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
-
Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.