Empowering Your Financial Future, One Relationship at a Time.
At Benson Financial Group, we believe that every individual deserves a tailored financial plan that aligns with their unique goals and aspirations. Our team of experienced advisors is dedicated to providing comprehensive financial services, including financial planning, retirement planning, investment planning, asset management, and insurance planning. We understand that every client's situation is unique, and we take the time to get to know you and your financial situation to offer personalized advice.
Our Services
We offer a range of services designed to help you achieve your financial objectives. Our financial planning services help individuals and families create a roadmap for their financial future, considering factors such as income, expenses, savings, and investments. Our retirement planning services focus on ensuring that you have a sustainable income stream in retirement. We also assist with investment planning, helping you build an investment strategy tailored to your financial goals. Additionally, our asset management services help you manage your financial assets prudently, ensuring they are working hard for you. Lastly, our insurance planning services help you protect your assets from unforeseen risks.
Meet Our Advisors
Our team consists of experienced advisors who are committed to providing exceptional service. Patrick Benson, our founder, is a Certified Financial Advisor (CFA) with extensive experience in financial planning. Jeriod Turner, MBA, CFP, is another key advisor who brings a wealth of knowledge in financial planning and investment strategies. Our team also includes Justin Gibson, Benjamin Strother, PhD, and Tim Miller, all of whom are dedicated to helping clients achieve their financial goals.
Why Choose Us
At Benson Financial Group, we pride ourselves on our commitment to personalized service, expert advice, and a deep understanding of our clients' needs. We believe that every individual deserves a financial plan that is tailored to their unique circumstances and goals. If you are looking for a trusted partner to help you navigate the complexities of financial planning, we invite you to explore our services further.
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