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Our Clients

One of our main goals is to always maximize the financial strength of our clients, but to accomplish this in the most efficient way possible we must begin by first seeking to understand them. So, we begin by listening and attempting to understand YOU.

Although our special area of focus is working with retirees and those preparing for retirement, our team possesses the licenses, experience, and education to adequately serve most clients. The following is a profile of the six groups of clients that we find ourselves serving most frequently:

Individuals

From high net worth individuals to those just getting started in building a strong financial foundation, we will tailor a plan of action that will help you meet your more immediate, short-term needs and goals, while making sure your financial future is being properly addressed as well.

Families

We understand and appreciate that different families have different goals and different challenges. At Benson Financial Group, our specialized experience and team-based approach will help your family plan for your children’s future (including a college funding plan), preserve your wealth, and successfully transfer your assets on to the next generation through targeted estate planning strategies. We treat our firm as family, and each of our advisors helps lead their own family. Families are near and dear to our heart, and we will work with the fullest integrity to help ensure that your family is protected from the uncertainties of the world we all live in together.

Business Owners / Farmers

Whether you are an entrepreneur, own your own business, or operate your own farming operation, your assets and challenges are very different from most. By first listening and seeking to understand and acknowledge the complexities of your financial world, we come alongside you to help organize your financial outlook and provide you a financial roadmap so that you can spend more time leading your successful business.

Educators

We bring over fourteen years of experience and expertise assisting public school educators and their families. Traditional financial wisdom can fail families because of cash-flow deficiencies during the educator’s working years, and due to the fact that these educators often retire at a relatively young age with a taxable income benefit that often creates unusual tax challenges. Whether it’s helping your family create greater cash flow before retirement, helping you to prepare for potential future tax risk and Social Security reductions, or other challenges that result from participating in your extraordinary pension, we can help your family navigate through it all.

Dave Ramsey SmartVestor Pro

Dave Ramsey, author and radio host, is known for his motivational education that focuses on encouraging people to get out of debt and to start building a sound financial home. For over 15 years, Pat Benson has been a SmartVestor Pro advisor for Dave Ramsey* in the tri-state area. Whether or not you are a frequent follower of Dave or have been through his education series entitled Financial Peace University, it is clear that he has the heart of a teacher as he presents financial concepts in a simple and understandable way, and with his endorsement of Pat Benson we here at Benson Financial Group will attempt to teach in a like manner.

*Dave Ramsey’s SmartVestor Pro advisors apply for membership and are selected based on a set of criteria such as experience and customer service. Once selected, SmartVestor Pro advisors pay a fee to cover website maintenance and employment costs. Inclusion as a SmartVestor Pro advisor does not qualify a financial professional to provide investment recommendations or advice. Benson Financial Group, Dave Ramsey’s Endorsed Local Providers, and Securities America are separate and unrelated companies.

Medical Professionals

Having worked with several clients who are medical professionals, we already understand the unique challenge you face in terms of meshing your personal and professional financial goals. Our emphasis and experience on comprehensive financial planning is a perfect match for professionals like you. Our team approach and ability to utilize strategic alliances can assist you by helping you to save time and energy, which in turn can help you avoid tragic financial pitfalls and spend more time developing and growing your practice. Whether it’s helping you to build confidence related to keeping your business secure, encouraging you to be proactive through developing a sound succession plan, or advising you as you transition from the accumulation to the distribution phase of your assets, we would be honored to come alongside you to jumpstart your financial pulse.

 

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