Celebrating 30 Years!

 

 

This year, we’re honored to celebrate 30 years of Benson Financial Group. What began as a small, service‑driven practice has grown into a trusted, multigenerational team dedicated to guiding families with care, clarity, and heart. 

For three decades, we’ve walked alongside clients through life’s biggest milestones, offering the steady support and thoughtful leadership they deserve. As we mark this milestone, we’re filled with gratitude for the people who made it possible: our clients, our team, and our community. Here’s to 30 years of purpose, and to many more years of serving with wisdom and compassion!

 

 

Your Partners in Planning

At Benson Financial Group, everything starts with relationships—our connection with you and the trust we build together. We believe financial planning isn’t just about numbers; it’s about people, stories, and goals that matter most.
 
Our advisors work as a team, combining expertise and care to craft strategies tailored to your life. We take time to understand what makes you unique—from your favorite game-day traditions to your biggest dreams—because those details shape the plan that fits you best.

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Our Financial Solutions

 

Financial Planning

Financial Planning Services Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing...
 

Retirement Planning

Importance of Retirement Planning Distribution needs, especially in retirement, should always be an important consideration of any sound financial plan. Whether current economic circumstances reflect a time of prosperity or uncertainty, your financial plan will be customized to always be able to...
 

Investment Planning

Investment Management We are trained to build an investment strategy tailored to match your financial goals: 1) Purpose – What is the purpose of the money to be invested, and how will it be used? Will it be used to provide regular income, periodic “big ticket” expenses, or a future major purchase or...
 

Asset Management

Asset Management and Strategies You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR...
 

Insurance Planning and Risk Management

Insurance Planning and Risk Management At Benson Financial Group, we know how important it is to protect your assets and safeguard your future. Insurance provides a safety net when life’s curveballs—such as illnesses, natural disasters, accidents, etc.—threaten to knock you off course. We are here...

INVESTING IN YOUR FINANCIAL HEALTH