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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.

Discusses ETF adoption and advantages over mutual funds.

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Encourages older workers to maximize catch-up contributions.

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Offers tips to couples with opposite financial styles for finding balance.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the future value of your current savings.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Determine whether you should consider refinancing your mortgage.

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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