Retirement Planning

Comprehensive Retirement Services | Benson Financial Group

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 provide you with a smart place to get your money when you need it. We have access to different types of specialized financial planning software that, depending on the unique characteristics and goals of your plan, can best show you a roadmap towards pursuing your financial goals over the long haul. We will do our very best to build you a retirement distribution plan based on an overall investment strategy that will...

  • Avoid violating the cardinal rule of investing: Buy low, sell high
     
  • Be designed to safeguard you from “sequence of return” risk. (What if the stock market goes through a major correction in my first few years of retirement?)