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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Accounting Services

 

 

 

 

 

 

 

 

 

 

 

 

Welcome to BensonFinancialServices.com™, where you'll find a wealth of information in the form of newsletter articles, calculators, and market updates. 

Our objective is to help educate you about some of the innovative concepts of investing. From "Income for Life" strategies to "Socially Conscious Investing" opportunities, to "late stage" College Funding plans to "Savvy Social Security Planning";  whether you are concerned with Wealth Accumulation, Preservation or Distribution we have options that might make sense for you.

“CPA + CFP® = Highest Level of Customer Care”"

 We hope you will learn of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you will see the value of working with skilled professionals to pursue your financial goals.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Explains why tariffs have shaken markets and long-term trends to consider.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Outlines best practices for safe peer-to-peer payment app transactions.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

How Long Will It Take to Pay my Balance?

How much life insurance would you need to produce a sufficient income stream for your family?

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck