Benison Landwehr & Associates

Our Mission

At Benison Financial Services, we empower individuals to achieve financial clarity and security through personalized financial planning. With over three decades of experience serving clients throughout New England, we understand the unique challenges and opportunities that come with every financial situation. Our mission is to guide you towards a secure future by tailoring a comprehensive plan that aligns with your unique needs, goals, and values.

Our Team

Led by Megan Benison, a seasoned financial advisor with over 30 years of experience, our team offers a wealth of expertise and compassion. We pride ourselves on building strong client relationships based on trust, open communication, and personalized service.

Our Philosophy

Our planning process involves a deep understanding of your individual circumstances, goals, and aspirations. We analyze your financial situation, assess your risk tolerance, and develop a roadmap to achieve your financial goals. We believe in transparent communication and empowering clients with the knowledge and tools they need to make informed financial decisions.

Overview

• Personalized financial plans tailored to your unique goals.
• Comprehensive risk management strategies.
• Tax optimization and wealth accumulation planning.
• Business planning and retirement planning.
• Estate planning and insurance solutions.

Specific Services

• Accumulation: Strategies for building wealth through investing and maximizing retirement accounts.
• Risk Management: Comprehensive analysis and mitigation of potential risks in your financial life.
• Taxation: Expertise in minimizing taxes through strategic planning and utilization of available deductions and credits.
• Business Planning: Comprehensive financial plans for businesses, including succession planning and employee benefits.
• Retirement Planning: Strategies for maximizing retirement savings, planning for distributions, and legacy planning.
• Estate Planning: Creating comprehensive estate plans that protect your assets and ensure your wishes are honored.

Contact Us Today

If you are seeking a trusted partner to guide you towards financial clarity and security, contact Benison Financial Services today. We would be honored to discuss your unique needs and collaborate with you on your journey to financial success.