What We Do
Since Bening Financial was founded in 1974, we've served as advocates for businesses, families, and individuals who require financial, insurance and advisory services by:
- Providing innovative financial strategies to help business attract, reward and retain key employees
- Customizing term, variable and universal life insurance plans to meet specific business or family needs
- Reviewing existing life insurance plans in light market conditions and product changes
- Formulating a plan to provide income through retirement years
- Coordinating group and individual disablity income insurance coverage for income replacement and buy/sell agreements
- Enhancing value and simplifying the servicing of existing 401(k) plans, defined benefit plans and IRAs
- Recommending asset allocation strategies using personal risk tolerance profiles combined with a broad range of investment options
- Evaluating and recommending appropriate use of tax favored fixed and variable annuities to meet future income objectives
We welcome the opportunity to assist with specific wealth-planning and risk-reduction strategies to meet your business and individual needs, goals and dreams.