- Help develop meaningful relationships by embracing clients’ vision and values, as we help them achieve their financial goals.
- Considering your entire financial picture, both current and future, we complement asset accumulation and income distribution strategies that are best suited for your personal needs and goals.
- Develop estate plans that meet your personal goals and address strategies for reducing and/or funding tax liabilities, utilizing a variety of tools, including insurance and charitable-giving techniques.
- Help to identify potential income and estate tax implications.
- Risk management is an essential aspect of financial planning as we seek to identify and lessen the impact of adverse events.
- Identify and implement investment strategies to help meet your goals.
Robert A. Bensman’s ability is to fully understand his clients unique individual concerns and related complex planning issues. His integrated approach helps them to crystallize their core values and develop customized (deep) solutions that contribute to the fulfillment of their objectives and the achievement of their dreams.
His target markets include ultra high net worth individuals, mid size service firms and clients who place a premium on an integrated team approach, superior service, expert advice and meaningful long-term relationships.