Crafting Your Financial Future
Financial planning isn't just about crunching numbers or drawing up fancy charts; it's about creating the life you've always dreamed of for you and your family. At Benson Wealth Management, we get down to the nitty-gritty of what you're aiming for, what drives you, and the legacy you're looking to build. We're all about crafting plans that fit you just right, because we know one size definitely doesn't fit all. Our team is here to walk you through the ups and downs of your financial journey, helping you navigate towards a future that's secure and bright.
Our Financial Planning Services
We offer a wide array of financial planning services designed to meet your diverse needs. Whether you're planning for retirement, managing taxes, saving for college, or preparing for life's unexpected turns, our services are crafted to provide peace of mind and financial well-being.
01 Retirement Plans
Tailored strategies designed to ensure you can live comfortably after you retire, focusing on income generation, growth, and preservation of your savings to support your desired lifestyle in your golden years.
02 Tax Plans
Customized planning to help minimize your tax liabilities through strategic investments, deductions, and timing, ensuring you keep more of your hard-earned money.
03 401(k) Planning
Guidance on setting up and managing a 401(k) plan, a tax-advantaged retirement savings account offered by employers, helping you maximize employer matches and tax benefits while planning for retirement.
04 403(b) Planning
Similar to 401(k) planning but specifically designed for employees of public schools and certain tax-exempt organizations, focusing on maximizing retirement savings with tax advantages.
05 College Plans
Strategies to save for future education costs, using tax-advantaged savings accounts like 529 plans or Coverdell ESAs to ensure you or your loved ones can afford higher education when the time comes.
06 Estate Plans
Comprehensive planning to manage and preserve your assets while you're alive and control their distribution after your death, ensuring your legacy is passed on according to your wishes.
07 Money Purchasing Plans
A type of defined benefit plan where employers make mandatory contributions to employees' retirement savings based on a percentage of annual earnings, helping employees save for retirement with a predictable income source.
08 Profit Sharing Plans
Flexible retirement plans that allow employers to share a portion of the company's profits with employees, contributing to their retirement savings and aligning employees' interests with the success of the business.
FAQs
By failing to prepare, you are preparing to fail
— Benjamin Franklin