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1031 Exchange

Helping you keep more of your Money. With transferring the sale of your commercial property into a new property with no Capital gain tax.

Asset Advisory

We want you to live the retirement you want. Let us help find that path and stay on it.

Employee Benefits

Helping you and your employees have the piece of mind that they are covered.

Empire State Building and New York City skyline

Benefits Plus

1815 Revere Trail
De Pere, WI 54115

Phone:

920-337-6103

Fax:

920-964-1852

E-mail:

Its about the people

Bermarde014a.jfif

Benefits Plus has only one goal. That is to be the most complete resource available to the small business owner for employee benefits.

Securities and investment advisory services offered through KCD Financial, Inc. Member FINRA & SIPC

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to determine whether you qualify for the different types of IRAs.

How Long Will Your Funds Last?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck