OUR MISSION is to help families and businesses gain clarity over their financial future.


A Message from Douglas Benson Jr. CFP®, CLU®, ChFC®

"As a Wealth Management Advisor backed by a team with over two decades of experience in the industry, it is my mission to help clients attain financial security for their families and businesses.  Our firm is committed to providing expert guidance and innovative solutions as clients are making some of the most important planning decisions of their lives.  We thoroughly enjoy the relationships we have been able to cultivate with clients and their families, and we strive to serve them with the utmost integrity."


We will become an advocate for YOUR VISION, helping to organize your financial life and identify the necessary actions that will make your vision a REALITY.

As your financial PARTNER, we will down your path TOGETHER, taking on both the challenges and the opportunities that are inevitable in this changing world.

Who's Sitting on Your Side of the Table?


 

Financial Planning

We place you (the client) at the center of our Wealth Management and Retirement Income planning process and build a customized plan based on your unique goals and circumstances.  We insist on understanding all facets of your financial plan before making any specific recommendations and will work in conjuction with other members of your team (CPA, Attorney, Banker, etc.) to insure your plan is executed appropriately.

Wealth Accumulation & Distribution

Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you're strategic in yoru planning.

We can help.  Our approach to retirement planning is designed to help you get to - and through - retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.

You'll want ot start by considering how much ot save for retirement and where to save it. By accumulating as much as you can as soon as you can, you can put time on your side - time to plan, time to weather the ups and downs of the market and time to let your money grow.

And then, as you zero in on retirement, you'll need a different set of objectives to manage risk and make your money last through retirement.

Investment Analysis

Your goal to achieve financial security will undoubtedly include investing for your future.  We can offer you the expertise to ensure your investment strategy is aligned with your goals, time horizon, and tolerance for risk.  Through our team and resources available, we can also help you choose an asset allocation strategy and build a custom portfolio tailored to your financial goals.  During regular reviews with our team, you'll have the opportunity to reassess your goals and rebalance your portfolio accordingly.

Risk Management Solutions

When your financial plan includes wealth protection and risk management, you'll be helping to ensure your family - and your vision for the future - is secure.

We'll work with you to develop stategies to:

  • Provide for your family in the event of death.
    • Life insurance policies can be designed with different needs in mind. They can provide temporary protection, cash accumulation or may be utilized as part of an estate plan. Through our assocation with Northwestern Mutual, we have access to Northwestern Mutual's high-quality, competitively priced, life insurance products, including permanent, term, combination and variable policies.
  • Provide for you and your family in the event of a disability.
    • Disability income insurance helps to protect your most valuable asset, your ability to earn an income. But what if the unexpected happened and you suddent weren't able to earn a living because of illness or injury? Not only would you have the stress of meeting everyday living expenses, but you might also have to put other goals, like saving for a child's college or for retirement, on hold.
  • Provide for long-term care.
    • Long-term Care events can have a significant impact on your financial security. Planning for long-term care events can help provide options on how to fund and receive care, should you need it.

Business Planning

We work with business owners throughout all stages of the business life cycle from start-up to succession.  We partner with additional advisors to help develop and implement the drivers that can create, grow, and protect your business's value.  These areas would include:

  • Business Succession: Take advantage of our expertise, strategies, and tools to smoothly transition your business to the next generation of owners.

  • Risk Management: Protect your business against two critical risks - disability and/or premature death of owners and key employees.

  • Non-Qualified Benefits: Use non-qualified plans to supplement existing benefit plans to recruit, retain, and reward valuable contributors to your business.

Estate Planning

You work your whole life to build your estate.  Building a lasting legacy takes more than simply accumulating a large portfolio.  You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of assets after you die.  We work collaboratively with you to ensure that your goals relating to a financially secure retirement and legacy planning are properly identified.  We ensure a disclipined, realistic plan is put in place to achieve success. 


Manage Your Finances Online - Personal Insurance & Investment Updates

Have you taken a look our client website recently? Log in or create an account today to view the new streamlined look, review your policies and accounts, sign up to go paperless, pay your personal insurance premiums, manage your information, aggregate your accounts and more!

Douglas Benson Jr, CLU®, ChFC®, CFP®
Wealth Management Advisor


Benson Wealth Management

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck