Benning Financial

At Benning Financial Services, we understand that protecting your family's financial well-being is of utmost importance. Our team of experts is dedicated to providing personalized retirement planning and retirement income solutions with a conservative approach. With over two decades of experience in the financial services industry, our owner and senior investment executive, Ryan Benning, has helped numerous individuals and small businesses achieve their financial goals.

Our Approach

At Benning Financial Services, we believe that everyone deserves to live their golden years with the financial freedom to pursue their passions. Our approach is centered around creating a personalized retirement plan that takes into account your unique financial situation, goals, and risk tolerance. We specialize in crafting year-by-year retirement income plans that include customized strategies to preserve your capital.

Our Services

• Retirement Income Strategies: We'll help you create a year-by-year retirement income plan that includes customized strategies to preserve your capital.
• Pension and 401(k) Planning: We'll help you develop a solid plan that includes not only your pension and 401(k)/IRAs, but also Social Security filing strategies.
• Estate Planning: We'll help you work with your CPA and attorney to develop a solid plan for transferring wealth to your heirs in the most tax-advantaged manner.

Our Team

Our team is comprised of experienced professionals who are dedicated to helping you achieve your financial goals. Our team includes:

• Ryan Benning: Owner and Senior Investment Executive with over 22 years of experience in the financial services industry.
• Kelly Herzing: Registered Sales Assistant with Series 7 and 63 securities licenses, as well as life, health, long-term care, and variable insurance licenses.
• Suzzanne: Administrative Assistant with a Masters of Library Science degree and a passion for learning about financial services.

Our Mission

At Benning Financial Services, our mission is to provide big-city service with a small-town feel. We strive to deliver personalized attention, expert guidance, and innovative solutions to help you achieve your financial goals. Whether you're nearing retirement or simply looking to take control of your finances, we're here to help you every step of the way.