Your success is our mission

Schedule call

About Your Personal Financial Planning Team

Life Benefit Solutions

We are your personal financial planning firm with more than 100 years of combined experience, guided by caring and knowledgeable advisors.

Life Benefit Solutions specializes in comprehensive planning, with industry-leading experts in tax strategies, estate planning, investment management, insurance solutions, individual and entity structuring, corporate benefits, and more.

tax protection
retirement
investment

Meet the Team

Your Success is Our Mission

Kamran Zee

Founder

Financial Strategist 

David Doehring

Financial Advisor

Jeremy Geronimo

Financial Coach

Retirement Income Specialist

Craig Jarrell

Director of Marketing

Let Us help You Reach Your Goals

Consult with your personal financial advisor today.