Broker Check

Benefit Planners & Company

(563) 359-8885

The Cycle of Investing Rightsizing for Retirement The Richest Man in Babylon
Agent Photo

      THOMAS V. MUELLER, CFP®

                  Benefit Planners & Company

                 Serving Customers Since 1974



             As financial professionals

          We assist with 401(k) Pension Profit

       Sharing Plan Exit Strategies ultimately

                          Reducing Taxes

                        Maximizing Wealth 

             Efficient Asset Transfer to Heirs

                Increase Retirement Income 

                                      _  

      We assist Business Owners Implement

    Benefit Strategies to keep Key Employees

          

                   



                                                                

               Empowering

Individuals, Families and Businesses

       to Plan Better Futures!



 

Helpful Content

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

 

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

View all articles arrow

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Rightsizing for Retirement

What does your home really cost?

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

View all videos arrow