Relayer Benefits Group

Our Vision

Relayer Benefits Group empowers individuals to navigate the complexities of retirement planning with confidence. We believe in "relaying" accurate information and tailored strategies to help you achieve financial security and peace of mind in your golden years.

Our Story

Founded over 17 years ago, Relayer Benefits Group has guided thousands of clients in protecting their hard-earned earnings and building sustainable income for retirement. Our founder, Mark Jacobsohn, recognized the traditional financial model often prioritized the interests of the advisor over the client. This philosophy inspired us to create a client-centered approach, prioritizing your needs and goals above all else.

1. Protecting Your Principal

• Your retirement savings are the foundation of your future. We prioritize safeguarding your principal from market volatility and unforeseen circumstances.

2. Simplicity and Manageability

• We believe in clear, understandable strategies that are easily tracked and adjusted to your evolving needs.

3. Reasonable Rates of Return

• While safety is paramount, a healthy return on your investments is also crucial. We explore various options to balance security with potential growth.

Retirement Planning

• Personalized strategy development
• Review of current portfolio and plan execution
• Guidance on retirement account options
• Maximizing employer-sponsored plans
• Developing a sustainable withdrawal strategy

Medicare Planning

• Understanding your options and eligibility for various plans
• Comparing different Medicare supplement options
• Guidance on navigating the enrollment process
• Optimizing your coverage for your specific needs

Annuities

• Demystifying annuity options and their benefits
• Evaluating your individual circumstances to determine suitability
• Comparing different plans and finding the best fit
• Guiding you through the application and enrollment process

Additional Services

• Life insurance review and planning
• Educational seminars and webinars
• Personalized consultations and ongoing support

Our Commitment

At Relayer Benefits Group, we are dedicated to providing personalized, proactive guidance and support throughout your retirement planning journey. We are proud to empower individuals to take control of their financial future and achieve their retirement goals.