Medicare Benefits Review
Just because it may not appear broken now, doesnt mean it can’t be dramatically improved. Every day we help Medicare Beneficiaries save up to 30% on their Medicare related benefit premiums. Let us help you to maximize the Medicare Related Benefits you recieve while minimizing the cost.
Estate Planning Review
Are your assets positioned efficiently for your heirs? Every year we meet with clients and prospects who had the best of intentions and confidence that their assets were positioned efficiently for their heirs but upon closer inspection, we found significant oversights that might have cost heirs significant time and money.
Portfolio Risk Review
Warren Buffet says that in order to invest successfully today, you’ve got to have two things. You must have an intellectual framework or a process for investing and you must trust the process even when emotions are high. Our process is backed by 4 Nobel Prizes in economics and we know what we are doing. Let us help you determine HOW MUCH RISK you are buying in your portfolio.
Retirement Planning for Pastors/Clergy
Only 1 in 10 Pastors actually retire as a pastor…
We love Pastors/Clergy, so we have chosen to work with the best service providers to ensure that the Pastors we serve are fully aware of the laws and tax advantages that are available to them. With the right information, a Pastor can remain in the ministry longer while having the opportunity to create a secure retirement.
The Pastor’s Plan for Retirement
A 403(b)(9) is a retirement savings plan designed for people who work for non-profit evangelical ministries and institutions. Additionally, a 403(b)(9) plan allows retired ministers to receive money in the form of a non-taxable housing allowance.
It is our love for the Pastors who serve faithfully in ministry, that compels us to stay on top of all current laws that work to the advantage of pastors and clergy.
Schedule a free consultation today. During this consultation we will review your current church retirement plan and financial strategy to ensure that you are receiving the full advantage of laws and benefits available to pastors. We strive to be your trusted partner and resource.
Benjamin Advisory Group: We’re Here For You!
When it comes to investing, trust is important. That is why we place particular value on personal relationships with our customers. We view ourselves as your expert partner in all things financial, and will help you develop and implement a plan based on your needs. Our reputation in Wichita speaks for itself. We’ve been a part of the community for over a decade.