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7 Events That Increase Your Need for Life Insurance
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Charles Anthony Benson Jr
Financial Advisor|MBA
Unlock Financial Freedom
I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.
I let every client know the first step is the most important step. Acknowledging what you have today, does not dictate what you will have in the future. Having a blueprint on how you will build your life only goes so far. Lets have a gameplan that includes the what ifs. I assure you can plan in a proactive manner, so WHEN life happens we do not have to be reactive.
Not every story has the same ending. Neither does every beginning. No matter what stage of life you are in you can plan to unlock financial freedom. You have made it this far, what is stopping you now?
Get a financial plan that prioritizes YOU.
I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Estate Planning
Tax-Efficient Strategies
Business Planning & Succession
Boost your financial knowledge.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4
Our Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
