Assisting Closely Held Businesses & Families to Create and Protect Wealth

A Message from Doug Benson

"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."

Value Proposition

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.

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.

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.  Tools used to assist in achieving this success include:

  • Financial Planning
  • Tax Efficient Savings Strategies
  • Investment Planning
  • Insurance

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

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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.

 

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