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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Accounting Services

Welcome to BensonFinancialServices.com™, where you'll find a wealth of information in the form of newsletter articles, calculators, and market updates. 

Our objective is to help educate you about some of the innovative concepts of investing. From "Income for Life" strategies to "Socially Conscious Investing" opportunities, to "late stage" College Funding plans to "Savvy Social Security Planning";  whether you are concerned with Wealth Accumulation, Preservation or Distribution we have options that might make sense for you.

“CPA + CFP® = Highest Level of Customer Care”"

 We hope you will learn of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you will see the value of working with skilled professionals to pursue your financial goals.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Guides readers through estimating a realistic retirement savings target.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Determine whether you should consider refinancing your mortgage.

How much Disability Income Insurance do you need?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck