A New Approach to Retirement Planning
Simplifying Your Finances. Maximizing Your Retirement Income.
Nationally Recognized On:
Trusted Advice to Empower Your Financial Life
At Benefit Wealth Partners, we serve as your financial advocate. Every decision we make on your behalf is specifically informed by your goals for the future. We believe that taking an honest, straightforward approach is the best way to help you succeed. We vow to always provide candid feedback and informed guidance to empower your financial decision making.
Straightforward Advice.
Honest Advocacy.
Exceptional Service.
You don’t need a financial advisor who tells you what you want to hear. You need an honest advocate who keeps you on track toward your goals. That’s exactly what you’ll find at Benefit Wealth Partners.
Brent Ford
Founder, Benefit Wealth Partners
We Focus On:
Service
We provide the same level of exceptional, personalized service to each and every client, regardless of asset levels. We understand how important your retirement goals are to you, and we work every day to help you achieve them.
Innovation
We employ innovative, technology-driven strategies to help you succeed in retirement. We support you with the data, expertise and custom insights you need to empower your financial life and achieve your long-term goals.
Experience
Our team has extensive experience helping clients navigate a wide range of financial challenges in order to achieve their retirement goals. We attend regular training and continuing education to help ensure we continue to provide the highest level of service, expertise and professionalism to every client.
Honesty
If you’re going to achieve your retirement goals, you need an advisor who tells it like it is. As your financial advocate, we believe it’s our responsibility to be honest and upfront at all times. That sometimes means telling you if you’re doing something that could potentially derail your progress. While it’s not always the news you want to hear, you can rely on us to offer suggestions and strategies to help get you back on track. Because at the end of the day, we should both be held accountable to your goals.
We serve a select group of clients for whom we can provide exceptional service.
Our goal is to support you with the focused attention and one-on-one guidance you need to achieve your version of success in retirement.
Advice and Solutions for All Your Financial Needs
We provide a wide range of custom services to help prepare you for a successful retirement.
Financial Planning
A custom financial plan guides all decisions and keeps you on track toward your retirement goals.
Retirement Income Planning
We help ensure all aspects of your financial life are working together toward a successful and fulfilling retirement.
Investment & Wealth Management
We implement custom investment and wealth management strategies to help maximize your savings and enhance your returns.
Tax Minimization Strategies
We’re constantly looking for opportunities to help lower your taxes and optimize your retirement income.
Estate & Legacy Planning
We help ensure you estate planning strategy is in line with your overall retirement goals and financial plan so you can leave a financial legacy for the people and causes that matter most to you.
Insurance Strategies
It’s not enough to simply build your retirement savings, you must also protect it. We help identify and implement insurance strategies that meet your needs.
When It Comes to Planning for Retirement, Are You Standing in Your Own Way?
In his experience helping clients plan financially for retirement, Brent Ford has found that one of the biggest hinderances to a successful retirement is the retiree’s own behavior. In his books, Brent highlights common mistakes made by retirees and those approaching retirement, and offers practical advice to help you get out of your own way and achieve your retirement goals.