Financial planning is more than crunching numbers, it’s crafting a story. Your story.
What do you want your next chapter to say? Perhaps it’s quality time with your grandchildren, serving your community, or exploring the world. At Benson Financial Group, we can help bring your story to life.
A Relationship-Driven Approach
At its core, Benson Financial Group is about relationships—our relationship with you and each other. Our advisors work together, each investing time, care, and expertise into every client’s plan.
Our client connections run deep. From your go-to soft drink and favorite sports team to your deepest hopes and dreams—we take the time to learn what matters to you. Client meetings are designed to connect with you, seeking to lay a strong foundation of trust and understanding.
As an independent firm aligned with LPL Financial, we seek cost-effective, client-first solutions that go beyond investing and saving.
An effective financial plan includes:
- Retirement Planning
- Investment Planning
- Asset Management
- Insurance Planning
- Estate Planning
- Tax Planning
Taking the first steps together
Whether you’re just beginning your financial journey or well on your way to retirement, we will meet you exactly where you are.
Discovering Who You Are
At Benson Financial Group, you’re more than a client—you’re a partner. Together, we will map out your short-term and long-term goals to create a plan centered on your needs and desires.
It all starts with a conversation. Our first consultation will focus on where you are today, where you want to go, and the values that will guide your path.
Taking Control of Your Finances
Before we talk about investing, we’ll help put you in the driver’s seat. Alongside retirement planning, we’ll work with you to pursue financial freedom now by:
- Understanding your cash flow
- Budgeting with confidence
- Saving, spending, and giving on your terms.
These foundational concepts will help you take control of your money today—and help prepare for the future.
A Lasting Relationship
As a valued member of the BFG client family, our priority is staying connected to you.
We will stand by you as life unfolds. Through each season—the milestones, transitions, and the unexpected—we will adjust your plan to keep you moving forward.
We are with you for the long haul.
For 30 Years, We’ve Helped People Retire with Purpose
It’s more than our motto. It’s our mission.
For three decades, we have been blessed to walk alongside individuals and families on their financial journey—and along the way, we’ve made cherished friends.
