Broker Check

Financial Planning

Financial planning by The Bensman Group professionals encompasses a broad range of strategies as we develop a total picture of a client's financial position. Our professionals utilize sophisticated computer software programs and extensive fact-finding techniques to provide a long-term perspective to illustrate the impact of potential scenarios. They work closely with you and your advisors to provide an integrated team approach. Our financial planning process includes: 

Retirement Planning: Considering your entire financial picture, both current and future, our professionals complement asset accumulation and income distribution strategies that are best suited to your personal needs and goals. 

Estate Planning: Our team will work closely with your advisors to develop estate plans designed to help meet your personal goals and address strategies for reducing and/or funding estate tax liabilities, utilizing a variety of tools, including insurance and charitable-giving techniques.

Tax Planning: Coordinating with your tax advisors, we help to identify potential income and estate tax planning strategies. 

Charitable and Philanthropic Planning: Our financial professionals recommend and integrate charitable and philanthropic strategies through a process that expresses your values and helps meet your financial, tax and estate planning objectives. 

College Planning: Exploring educational funding issues together, our professionals will help you develop and implement an effective plan. 

Insurance Planning: Risk management is an essential aspect of financial planning as our team seeks to identify and lessen the impact of potential adverse events. 

Investments and Wealth Accumulation: After analyzing your financial position and applying sophisticated planning techniques, we work with you to identify and implement investment strategies to help meet your goals.

Are you ready to engage us today? Click here to get the process started.

Prefer more information? Click here to request more information from the firm.

Cole Rice

Customer Support Specialist

847-572-0833

847-572-0502

Dan Tolbert

Client Risk Assessment Director

847-572-0830

Kayla Ofenloch

Personal Lines Manager

847-572-0818

847-572-0500

Manny Arroyo

Personal Lines Manager

847-572-0807

847-572-0500

Matt Dilger

Personal Lines Manager

847-572-0842

847-572-0500

Melissa Moreno

Market and Service Specialist, Individual Property and Casualty

847-572-0848

Rosemarie Weinstein

Managing Director, Individual Property and Casualty

847-572-0828

Ryan Fasano

Personal Lines Manager

847-572-0802

847-572-0502

Cole Rice

Customer Support Specialist

847-572-0833

847-572-0502

Dan Tolbert

Client Risk Assessment Director

847-572-0830

Kayla Ofenloch

Personal Lines Manager

847-572-0818

847-572-0500

Manny Arroyo

Personal Lines Manager

847-572-0807

847-572-0500

Matt Dilger

Personal Lines Manager

847-572-0842

847-572-0500

Melissa Moreno

Market and Service Specialist, Individual Property and Casualty

847-572-0848

Rosemarie Weinstein

Managing Director, Individual Property and Casualty

847-572-0828

Ryan Klinger

Ryan Klinger

Business Development Manager

847-572-0820

847-572-0505

Ryan Fasano

Personal Lines Manager

847-572-0802

847-572-0502

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