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Our Mission

Our mission is to be Your Strategic Alliance for Life™.

We are committed to developing meaningful relationships, understanding our clients' unique needs and values, and creating customized solutions.
 


We Value Deep Client Relationships

At The Bensman Group, the objective of our professionals is to become "your strategic alliance for life™," your trusted advocate.  As we develop a deep understanding of your needs and values, we will strive to advance your goals while working closely with your other advisory team members.


Our Discovery Process


There are four key components in our planning process: Fact-Finding, Analyzing, Communicating and Implementing. We engage in extensive and thorough dialogue regarding  your financial and non-financial issues. Then we analyze and prioritize this information based on your values and goals, communicate our recommendations to designated advisory team members, and lead or co-lead the implementation of the strategies. 


Access to "Industry Leading" Solutions


In each of our practice areas, we aim to utilize industry leading solutions. For example, in our insurance and corporate benefits practice, we represent highly rated and respected insurance companies to help fulfill your risk management, financial planning and insurance needs. In our asset management practice, our professionals have access to highly qualified institutional managers.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 512-697-6000.



This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.
 


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