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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