Estate Planning
Want to learn more about social security, or estate strategies? We have a wealth of resources available to you.
Complete Will & Trust Packages
for only $1,995
Working with BeneFinancial Group on your Estate Plan is your first step towards protecting your family’s estate now and in the future.
Ensuring you are fully prepared for the future
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Managing Estate
We believe that implementing a thorough process is the best way to achieve results. We will work tirelessly to help ensure your comprehensive financial plan is working towards your goals.
Durable Powers
In a sea of ever changing market volatility, it is our responsibility as Financial Professionals to provide a wide range of investment options and tools to customize a solution for your investment strategy.
Protect Strategy
Life will have unexpected storms and challenges. We offer many protection strategies. Additionally, we can help educate you on all your options while you prepare for retirement. Let us help protect you and your family.
Estate Planning Solutions
Planning to create a Trust and/or Will can be daunting. Together we can help you identify your wishes, prepare the proper directives (health/financial), look at all tax and philanthropic strategies, and create a legacy that honors you and your family!
