When thinking about their financial future, many pre-retirees and retirees experience anxiety and uncertainty. With Benjamin Advisory Group’s Financial Planning process, you’re able to focus on today, knowing your future is secured.
Plan for your Retirement
Optimize Social Security
Protect your assets
Your life’s work should not end with an uncertain retirement. Don’t get caught off guard. Take control of your future now.
Take control of your future with a Financial Plan.
The guidance and tools you need to plan for your retirement
Optimize Social Security
Maximize your Social Security Benefits
Protect your Assets
Maintain your lifestyle in retirement)
(3-Steps to Success)
Identify your Challenges and Goals
Create a Customized plan
Secure your Future
Create my Minister Empowerment Plan today!
At Benjamin Advisory Group we know you want to feel SECURE about retirement. You want certainty around your retirement plans. The problem is a lack of knowledge to put a proper plan in place, which makes you feel anxious.
We believe, ministers who spend their lives serving others deserve a secure retirement. We understand the unique challenges ministers face when it comes to saving and planning for retirement. This is why we have been able to help thousands of ministers maximize unique tax advantages, create sustainable retirement income, and limit market risk.
To schedule a 15 - 30 minute call to discuss your personal retirement goals or perhaps to discuss how we help churches to structure a proper retirement plan for their employees, click the link below.
Wealth Teams Alliance (WTA) is a registered investment adviser offering advisory services in the States of California and Florida and in other jurisdictions where exempted. Registration with the United States Securities and Exchange Commission, or any state securities authority, does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WTA, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Investing involves risk, including the potential for loss of principal. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.