Financial Services We Offer
Benson Financial Services has a client focus in two main demographics: high net worth individuals and small businesses.
Wealth Planning
- Estate Planning
- Charitable Giving
- Small Business Planning
- Income for Life Strategies
- Executive Compensation Plans
- Investment Planning & Management
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Financial Planning
- Asset Allocation
- Risk Management
- Accumulation Planning
- Higher Education Funding
- Tax Reduction Strategies
- Socially Concious Investing
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Estate Planning
- Legacy Planning
- Document Review
- Wills & Trusts Planning
- Wealth Transfer Planning
- Asset Titling / Ownership Review
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Asset Management Services
- CDs
- Brokerage Services
- Annuities (Fixed & Variable)
- Stocks / Bonds / Mutual Funds
- Fee-Based Asset Management
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Insurance Services
- Life Insurance
- Long Term Care
- Health Insurance
- Income Protection
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Pension Planning
- Survivor Options
- SEPs / IRAs / 401(k)s
- Lump Sum Distributions
- Retirement Income Distribution
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