Financial Planning
Financial Planning Services 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...
Retirement Planning
Importance of Retirement Planning 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...
Investment Planning
Investment Management 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...
Asset Management
Asset Management and Strategies 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...
Insurance Planning and Risk Management
Insurance Planning and Risk Management At Benson Financial Group, we know how important it is to protect your assets and safeguard your future. Insurance provides a safety net when life’s curveballs—such as illnesses, natural disasters, accidents, etc.—threaten to knock you off course. We are here...
Tax Planning
Tax Planning Strategies As a part of the financial planning process, one area of your financial picture we will analyze closely is to see if any steps should be taken to enhance the tax diversification of your assets. Every dollar of taxes retained is one more dollar you have at your disposal to...
