Benefit Planners, Inc. / Ronnie Paulk and Associates

Web Name: Benefit Planners, Inc. / Ronnie Paulk and Associates

WebSite: http://www.benefitplannersinc.com

ID:335087

Keywords:

Inc,Planners,Benefit,Ronnie

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Benefit Planners, Inc. / Ronnie Paulk and Associates

Financial and Insurance Services

Contact Us

Benefit Planners, Inc. / Ronnie Paulk and Associates 500 East Commerce Street
Greenville, AL 36037

5310 Atlanta Highway
Montgomery, AL 36109Phone: 334-382-7476 - Greenville Office
334-495-7476 - Montgomery Office
Fax: 334-382-7486 - Greenville Office
334-495-7486 - Montgomery Office
ronnie @benefitplannersinc.com

Financial and Insurance Services

Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.  

 Ronnie Paulk,  President       

  

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators

About Us

Our Mission StatementOur LocationAffiliated OfficesOur FirmOur ServicesOur QualificationsProductsTerm Life QuotesFeatured LinksTell A Friend

Learning Center

Articles

Educate yourself on a variety of financial topics.

Calculators

A host of financial tools to assist you.

Videos

A dynamic library of videos.

Flipbooks

These magazine-style flipbooks provide helpful information.

Glossary

Financial terms from A to Z.

Tax Library

Manage your taxes and prepare for the upcoming tax season.

Contact Us

Benefit Planners, Inc. / Ronnie Paulk and Associates 500 East Commerce Street
Greenville, AL 36037

5310 Atlanta Highway
Montgomery, AL 36109Phone: 334-382-7476 - Greenville Office
334-495-7476 - Montgomery Office
Fax: 334-382-7486 - Greenville Office
334-495-7486 - Montgomery Office
ronnie @benefitplannersinc.com

"Please be advised that Ronald Paulk holds the series 6, series 63 and series 7 license in AL, AR, AZ, CA, FL, GA, LA, MD, MI, MS, NY, OK, TN and VA. For residents of other states in which registration is not held, proper license and registrations must be obtained by Ronald Paulk before proceeding further. No part of this communication should be construed as an offer to sale any security or provide investment advice or recommendation.

Advisory Services offered through TrueWealth Advisors, LLC, a Registered Investment Advisor. Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. TrueWealth Advisors and Benefit Planners, Inc. are independent of CFGS.

For a copy of CFGS’s Form CRS please visit:https://www.concoursefinancial.com/investor-disclosures

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