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About

ABS is experienced in developing intelligent long-term strategies that meet the financial needs of individuals and businesses. Located in Newport Beach, CA, ABS is firmly committed to providing our clients throughout the U.S. with expertise, sound strategies and great service.

Many financial services representatives focus on finding the right clients for their products and services. We take the reverse approach, focusing on the unique needs of each individual or business.

Our Needs-Based Approach

  • Invest the time to understand your current financial situation.
  • Work together to help you determine your financial priorities.
  • Provide recommendations to the financial needs we have identified.
  • Agree on the course of action aimed at accomplishing your financial objectives.

 

Our clients find comfort knowing that ABS is a strong and knowledgeable partner offering them personalized service and the resources of a substantial organization, Securian Financial Services, Inc. We make a long-term commitment to support our clients continued growth and success throughout the different stages of life: wealth accumulation, management, and transfer.

Click here to view the Executive Profiles.

 

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  •   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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