Living Benefits, Inc. |
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Roberta Raasveld, President & FounderPsy.D., President & Founder
Phone: 858-350-7539 Roberta has twenty years experience in the field of designing, underwriting, negotiating, implementing and managing employee benefit plans. Her knowledge encompasses group health and welfare plans, plan administration, individual financial planning, and employee communications. Her focus is on working with clients to establish benefit plan objectives, developing flexible indirect compensation programs to help meet those objectives, and assisting in the ongoing monitoring of benefit plan performance.  About Us
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Securities and investment advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC and a registered investment advisor. Living Benefits is not affiliated with SagePoint Financial, Inc. or registered as a broker dealer or registered investment advsior.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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