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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 for 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.


Relationships

We help develop meaningful relationships by embracing clients' vision and values, as we help them achieve their financial goals.



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 potentially 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.


Robert A. Bensman, CLU, ChFC, RHU
Founder & CEO
rbensman@bensman.com  
847-572-0801
fax: 847-572-0500                                           
           
 
 
 
 
 
 
 
 
Joel M. Feiger, CPA/PFS 
President & COO 
jfeiger@bensman.com  
847-572-0808 
fax: 847-572-0500
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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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