Investment Planning
The process at BeneFinancial Group begins with an in depth evaluation of your current situation. Once we've established your overall objectives, we'll focus on your specific goals.
Strategic planning with intention
We are committed to you, our client. Our goal is to listen, educate and implement a comprehensive strategy to help you reach your financial and lifestyle goals. Once a plan is put into action, we help you understand how to remain focused on your goals.
Plan
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.
Invest
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
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.
BeneFinancial Group, nor its managing partners, directors, and/or employees provide tax, investment, and/or legal advice. They may recommend professional(s) or services through a networking relationship.
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice. Mr. Pipkens, Mr. Schroeder, and Mr. Huber are securities representatives and IAR's.
This communication is strictly intended for individuals residing in the states of AL, AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IA, IN, IL, KS, KY, LA, ME, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OR, PA, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Comprehensive Investment Services & Advisory
Together we can help you identify your goals, analyze your risk profile, assess your needs and establish a plan of action. Our job is to manage them. The goal and purpose of BeneFinancial Group is to help you maintain and improve your standard of living while striving to prepare you for financial independence in retirement.