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Text Content

 * SELECT YOUR LOGIN:
 * Participant Access >
 * Plan Sponsor Access >
 * Diagnostic Portal - Company >
 * Diagnostic Portal - Advisor >

 * DIAGNOSTICS
 * benefitADMIN™
 * WATCH & LEARN
 * CONTACT US

GET STARTED
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 * DIAGNOSTICS
 * benefitADMIN™
 * WATCH & LEARN
 * CONTACT US

GET STARTED
LOGIN



 * Diagnostic Tools
 * benefitADMIN™
 * Watch & Learn
 * Contact Us
 * Get Started
 * Login
   * Participant Access
   * Plan Sponsor Access
   * Diagnostic Portal – Company
   * Diagnostic Portal – Advisor

 * Diagnostic Tools
 * benefitADMIN™
 * Watch & Learn
 * Contact Us
 * Get Started
 * Login
   * Participant Access
   * Plan Sponsor Access
   * Diagnostic Portal – Company
   * Diagnostic Portal – Advisor

 * Diagnostic Tools
 * benefitADMIN™
 * Watch & Learn
 * Contact Us
 * Get Started
 * Login
   * Participant Access
   * Plan Sponsor Access
   * Diagnostic Portal – Company
   * Diagnostic Portal – Advisor

 * Diagnostic Tools
 * benefitADMIN™
 * Watch & Learn
 * Contact Us
 * Get Started
 * Login
   * Participant Access
   * Plan Sponsor Access
   * Diagnostic Portal – Company
   * Diagnostic Portal – Advisor


WE ARE DEDICATED TO HELPING CLIENTS CREATE AND REFINE TOP-PERFORMING CULTURES.

Our proprietary benefitMATRIX™ Technology suite uses quantitative results from
multiple diagnostics to determine specific solutions for maximizing wealth
management, rewards and retention,
qualified plan performance, and shareholder transitions for your company and
eligible participants. Well designed plans enhance cash flow and create profits
for shareholders.





BUSINESS VALUATION

Get a precise business valuation from the largest patented online provider. It’s
the crucial first step to building a comprehensive succession plan.








SUCCESSION PLANNING

Succession planning is often neglected because owners focus on current
operations. However, it’s crucial to create a detailed action plan. This
diagnostic will form talking points into action items.








EXECUTIVE BENEFITS

benefitRFP’s exclusive, award-winning A.I. technology ranks your current
benefits and identifies cost-effective ways to reward and retain your top
talent.

 








401(K) DIAGNOSTIC

For plan sponsors, gaining insight into how their 401(k) plan compares to those
offered by other companies is invaluable. Let us assist you in evaluating your
plan’s performance against the competition.











BUSINESS EVALUATION



benefitRFP’s exclusive, award-winning A.I. technology ranks your current
benefits and identifies cost-effective ways to reward and retain your top
talent.






WEALTH MANAGEMENT

We help both companies and individuals maximize their assets by aligning our
tools and strategies with industry best practices.







SUCCESSION PLANNING

When it’s time to start thinking about stepping aside and you’re not sure if you
should sell, transition using an ESOP, or merge with another company, our
successionDIAGNOSTIC™ will identify long-term and immediate goals to give you a
clear plan.






COMMERCIAL P&C

Your business funds your life, so don’t leave it open to vulnerabilities. Our
team will help identify what areas need more coverage to ensure you stay
protected.







CLIENTS

We specialize in corporate benefit plan solutions as well as business and wealth
management so you can reward and retain your top talent in a cost-efficient way.

Get Started


ADVISORS

Let our exclusive technology do the heavy lifting so you can spend more time
focusing on what really matters – your client.

Get Started




US BUSINESS NEWS

Best National Benefit & Insurance Plan Solutions Provider




LEARN THE VALUE OF YOUR BUSINESS.

Owning and running your own business is one of the most difficult, yet rewarding
paths you can choose. A business valuation can inform strategic decisions, track
company growth, and help you prepare for the next phase of your journey.

GET VALUATION




LEARN THE VALUE OF YOUR BUSINESS.

Owning and running your own business is one of the most difficult, yet rewarding
paths you can choose. A business valuation can inform strategic decisions, track
company growth, and help you prepare for the next phase of your journey.

GET VALUATION

 





GOT QUESTIONS? WE'RE HERE TO HELP.

Ask a benefitRFP expert how they can help regarding your business planning,
executive benefits, and wealth management.


CONTACT US





 * HOME
 * WHY bRFP
 * DIAGNOSTICS
 * ABOUT US

 * LEARN MORE
 * CONTACT US
 * GET STARTED
 * LOGIN


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Securities offered through Lion Street Financial, LLC., member FINRA / SIPC.
Investment advisory services offered through Lion Street Advisors, LLC., a
Registered Investment Advisor. Lion Street Financial and benefitRFP are not
affiliated. Lion Street Financial, LLC does not offer tax or legal advice. This
site is published for residents of the United States only. Registered
Representatives and Investment Advisor Representatives of Lion Street Financial,
LLC may only conduct business with residents of the states and jurisdictions in
which they are properly registered. Therefore, a response to a request for
information may be delayed. Not all products and services referenced on this
site are available in every state and through every representative or advisor
listed. Receipt of an award should not be construed as an endorsement of the
financial professional and is no guarantee of future investment success. For
additional information, please contact Lion Street Financial, LLC Compliance
Department at 512-776-8400.




in Partnership with Lion Street Financial


benefitRFP © 2019 All Rights Reserved




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