Ben has been enhancing financial literacy through his role as an accomplished financial education seminar and webinar presenter. Through his associaltion with Acquaint Financial Education Ben has presented hundreds of seminars and webinars to employees worldwide.
Ben provides private wealth management through his association with Guardian Capital Group and Cumberland Private Wealth Management. He collaborates with discretionary wealth managers to provide an advisory management team to ensure principal protection while continuing to provide for growth and income.
A core of a financial plan is clearly defined goals, whether this is preparing a college fund, buying a home, starting a business, retiring on time, or leaving a legacy. Ben will work-on-one to provide individualized and tailored strategies for your current and long-term monetary goals to ensure a smooth transition through life’s financial phases.
Retirement planning is a process that will determine your retirement income goals. Ben will help you to take the actions necessary to achieve those goals by identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.
Estate planning involves determining how your assets will be preserved, managed, and distributed in the eventuality of incapacitation or death. Ben will help you to manage assets and financial obligations and prepare the bequest of assets to heirs and the settlement of estate taxes in collaboration with your attorney or one of his experienced partners in estate law.
Tax planning involves the analysis of a financial situation to ensure that all elements work together to pay the lowest taxes possible. Ben and his associates will provide a plan to develop strategies consistent with your unique situation to ensure the best possible outcome that minimizes how much you pay in taxes using current government incentives, deductions, and credits.
Risk management is a defensive strategy to help you prepare for the unexpected. Ben and his associates will help you to identify, evaluate, and subjugate those risks, including avoidance, retention, sharing, transferring, and loss prevention and reduction.