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

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

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

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

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

Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

View all presentations arrow

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Surprise! You’ve Got Money!

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

When Markets React

When markets shift, experienced investors stick to their strategy.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow