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Wealth Management Corporate Services Personal Strategic Planning About Us * Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. ** Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc., a Federally Registered Investment Advisor. NFP Securities, Inc. is not affiliated with The Bensman Group. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc. or Schemata, L.L.C. are not a Registered Investment Advisor. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000. |
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Personal Strategic Planning
We believe deep working relationships and the trust gained from successful experiences with The Bensman Group have led clients to seek counsel from us in personal matters beyond the traditional insurance and financial arenas. We have advised clients on such topics as incorporating family values into their estate and philanthropic planning as well as a host of unique issues that develop as family members mature and needs change. To fully understand your unique situations, needs and objectives, we engage in extensive inter-generational dialogue. Our collaborative model of working with other professionals, helps complement our integrated team approach to help resolve complex issues and personal planning. We are results-oriented and our interests are aligned with yours throughout the process as we work together to help achieve your desired outcome. |
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