Smart Employee Benefits
Designed for Today's Workforce
Custom benefits strategies that improve retention, reduce cost, and support your people.
Why Choose Advanced Benefit Designs?
With over 25 years of expertise, we deliver innovative solutions that drive results and build lasting partnerships.
Customized Financial Solutions
We offer personalized plans tailored to meet your unique retirement, business, and family financial goals.
Expert Guidance
Our team of experienced professionals provides trusted advice to help you make informed financial decisions.
Comprehensive Services
From retirement planning to business benefits, we cover all aspects of financial security under one roof.
Our Core Services
Comprehensive financial solutions designed to protect your wealth, secure your future, and support your business goals.
Tax-Free Retirement
Build a tax-efficient retirement strategy with indexed universal life insurance that grows your wealth while minimizing tax burden.
Long-Term Care Planning
Protect your assets and ensure quality care with comprehensive long-term care solutions tailored to your needs.
Business Preservation
Safeguard your business legacy with succession planning, key person insurance, and buy-sell agreements.
Medicare Insurance
Navigate Medicare options with confidence. We help you find the right coverage for your healthcare needs.
Estate Planning
Preserve your wealth for future generations with strategic estate planning and trust solutions.
Mortgage Protection
Secure your family's home with mortgage protection insurance that pays off your mortgage in case of unexpected events.
Lifetime Income
Create a reliable income stream for retirement with fixed indexed annuities and lifetime income strategies.
How We Work
Our proven four-step process ensures comprehensive planning and exceptional results.
Analyze
We conduct a comprehensive assessment of your current financial situation, goals, and risk tolerance.
Design
Our experts create a customized strategy tailored to your unique needs and long-term objectives.
Implement
We execute your plan with precision, coordinating all necessary steps and documentation.
Support
Ongoing monitoring and adjustments ensure your plan stays aligned with your evolving needs.
Kevin Smith
Founder & Principal Advisor
About Advanced Benefit Designs
At Advanced Benefit Designs, we bring over 25 years of expertise in the insurance industry, specializing in health and group benefit programs.
Founded in 1999 in Doylestown, PA, our company was built on a foundation of industry knowledge, dedication, and a passion for helping businesses thrive. We empower small businesses, individuals, and families with strategic financial planning to achieve their goals while minimizing risk.
Our expert-driven solutions help optimize wealth management, reduce financial uncertainty, and explore tax-saving strategies to maximize your financial potential.
Trusted Partners
Working with industry-leading insurance providers
What Our Clients Say
Real stories from real people who trust us with their financial future.
"Advanced Benefit Designs helped us create a comprehensive benefits package that our employees love. Their expertise in tax-free retirement planning has been invaluable."
Sarah Johnson
Small Business Owner
Your Financial Questions, Answered
Get clarity on our services and how we can help secure your financial future.
Let's Create a Plan That Works for You
Ready to secure your financial future? Get in touch with our expert team today for a personalized consultation.
Visit Us
Advanced Benefit Designs
2225 Dorchester Street
East Furlong, PA 18925