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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.

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