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Personal Strategic Planning

Deep working relationships and the trust gained from successful experiences with the financial professionals of The Bensman Group have led clients to seek counsel from us in personal matters beyond the traditional insurance and financial arenas.

We have advised clients on such topics as incorporating family values into their estate and philanthropic planning as well as a host of unique issues that develop as family members mature and needs change.

To fully understand your unique situations, needs and objectives, we engage in extensive inter-generational dialogue. Our collaborative model of working with other professionals, as needed, complements our integrated team approach to help resolve complex issues and personal planning.

We are results-oriented and our interests are aligned with yours throughout the process as we work together to help achieve your desired outcome.

 Robert A. Bensman, CLU, ChFC, RHU
 Founder & CEO 
 
rbensman@bensman.com 
 847-572-0801 
 fax: 847-572-0500




Teamwork
As one of your primary advisors, we work closely with key members of your advisory team to help ensure a cohesive and coordinated approach to your overall planning.

 

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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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