During the years I owned a medical equipment business, my financial advisor built a portfolio for me that included income protection strategies. In the great recession of '08, I discovered friends and family didn’t have this same financial protection from their advisors.
With so many friends concerns about the future increasing because of the lack of financial security, I was able to lean on my portfolio to transition into a career that allowed me to spend more time with my family. With much gratitude, I truly wanted to help others in the same way. So I joined the firm to become an advisor myself.
This job has been a platform for service. Alongside this career, I also began servicing the Bastrop community through volunteer roles as a football coach and a Chamber of Commerce Board member. Because were independently owned and operated, we’re able to make decisions at Strategic Capital that allow us to run the business in this way.
If you're ready to talk about how our approach can help you plan for the future then click the button to send me a message.
When you select benefits, it's important to have a specialist who's intent on maximizing the value to your business. Business and HR leaders can sleep better and focus on their roles with the help of me and my team. We take your responsibilities as our own.
The strategic benefit choices put the people in the business front and center. I help you do this by navigating the benefits the marketplace with attention to the regulatory landscape. This empowers you to guide strategic decisions with confidence.
In the right context, the company is a powerful vehicle. Through strategic benefits selection it goes beyond a vehicle for employees to serve a marketplace. It also becomes a point of leverage to access benefits products with the advantages of a team.
Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.
Copyright Chad Benoit - 2018
1106 Pecan Street / Bastrop, TX 78602
Securities and investment advisory offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.
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