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The Benefit Center

Dear Clients, Welcome to TBC Financial!

We are extremely excited to announce that due to the growth of The Benefit Center over the last 40+ years, we found it was necessary to complete a rebrand to better define who we are as a firm and the services that we provide. As a part of the rebranding, we have created a parent company, TBC Financial! For years, we have provided our clients with financial planning services, in addition to our unparalleled employee benefits services. Over the recent years, we have added an investment management component to our services, bringing us to our goal of being a "full service" financial services firm! With the creation of our new parent company, TBC Financial, all insurance services including employee benefits will be offered thorough The Benefit Center. In addition, all financial planning and investment services will be offered through the TBC Capital Management, LLC team. Both firms will fall under the umbrella of our parent company, TBC Financial! We are extremely excited about our growth, and we are looking forward to providing the same exceptional services to all our clients! We could not be where we are today without you.

Thank you for your continued faith and entrusting us with your financial needs.

James D. Fitzpatrick

Chief Executive Officer

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