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Where Client Service is First and Foremost

We strive to serve our clients during the financial journey through deep and meaningful relationships that last for generations.

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Welcome to Advanced Benefit Systems

At Advanced Benefit Systems we provide objective customized solutions to assist individuals, professionals and business owners in pursuing their financial goals.

We offer a comprehensive line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

About Us

ABS is experienced in developing intelligent long-term strategies that help meet the financial needs of individuals and businesses.

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Our Services

Investment Advisory through Securian Financial Services, Inc.

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Meet Our Team

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients.

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Jerry Kanter, CLU

Jerry graduated from Arizona State University in 1974 with a degree in economics and finance. He founded Advanced Benefit Systems in 1989, and has...

Scott Mason, CLU, ChFC

Scott graduated from the University of Southern California in 1979 with a degree in marketing and finance. He was affiliated with Tax &...

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Contact info

  •   4695 MacArthur Court, Suite 360, Newport Beach, CA 92660
  •   (949) 325-0224
  •   info@advbenesys.com

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Advanced Benefit Systems is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Tax & Financial Groups is independently owned and operated. Advanced Benefit Systems is affiliated with Tax & Financial Group. Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and you are under no obligation to follow them. Financial Advisors do not provide tax or legal advice. Please consult a tax and legal professional for advice regarding your specific situation.

Certain individuals associated with Advanced Benefit Systems are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Advanced Benefit Systems are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3058241 DOFU 06/2020

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