by Melissa LaScaleia
In 1984, Chuck Fitzpatrick began working in the insurance business with his father. Shortly thereafter, he started his own small company, the Benefitz Group, which he organized around his values to offer an empowering, educational, and humanistic approach to helping people with their financial and life-planning needs.
Over the years, based on the feedback from his clients and their requests of him, Chuck began exploring the world of investment and financial planning, including trusts, wills, fixed annuities, and estate planning, which he incorporated into his company. His last addition was a mortgage branch of his company, which he and his son run in partnership with US Mortgage Corporation.
“My clients have led me all the way through this journey of life,” he says. “And today, the Benefitz Group is the name we use as an orientation for all the companies I own and services I provide. It’s a lot of work to cover so many fields, and hard to do. But it’s worth it, because I know I’m empowering people to do what’s best for them and get what they need.
Chuck likes to remind people that he’s not smarter than them, but what he does do is work very hard to get things right for the way they want things done.
“Investments and insurance are intangibles,” he says. “People can’t put their hands around them. And because they’re also a risk intolerant thing, it’s important to help people realize if they need this, or that, or none. Without them really getting the right questions—and it takes some years to really get the right questions—they aren’t being served as well as they could be. This is where my years of experience pay off.”