Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
Distribution needs, especially in retirement, should always be an important consideration of any sound financial plan. Whether current economic circumstances reflect a time of prosperity or uncertainty, your financial plan will be customized to always be able to provide you with a smart place to get...
We are trained to build an investment strategy tailored to match your financial goals: 1) Purpose – What is the purpose of the money to be invested, and how will it be used? Will it be used to provide regular income, periodic “big ticket” expenses, or a future major purchase or expense (like a...
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
Insurance protection always involves a decision as to whether your personal assets will cover the potential burden of inherent risks to your financial security, or should you transfer this risk to someone else for a reasonable cost? In other words, does a cost to transfer the risk from yourself to...
Videos
Market Update for March 14, 2023
Shedding light on what the fall of Silicon Valley Bank means to you.
Retiring in a Down Market
The BFG Bucket Approach can help reduce risks while still being able to provide a healthy total portfolio rate of return.
Social Security and Medicare Options
Benson Financial Group Educational Event on the basics of Social Security and Medicare.
The SECURE 2.0 Act
The SECURE 2.0 Act is a meaningful step for the retirement security of all Americans to enhance every individual’s ability to save for retirement, expand access to retirement plans, and ease employer-plan administration.
