Through education and personal experience, our firm always wants to place you in a better financial situation than you were before the process began. Budgeting is the first step, and then we work toward your other financial goals, which may be listed below, or others that you personally may wish to accomplish.
Ben does all the work personally, and has the knowledge and the ability to do this without having to work with a team or others. Obviously, there may be other professionals such as attorneys or accountants he will consult to provide the best solutions. Our goal is to be able to understand your financial goals, help you achieve these goals in the best possible manner.
Ben does all the work personally, and has the knowledge and the ability to do this without having to work with a team or others. Obviously, there may be other professionals such as attorneys or accountants he will consult to provide the best solutions. Our goal is to be able to understand your financial goals, help you achieve these goals in the best possible manner.
Services
Ben C. Kaufmann, as a financial planner, is and has always put the client's interest as a priority. He uses his personal investment experiences and continuing education to assist clients in achieving their financial goals. Ben has used his higher education and investment success to help others achieve their financial goals.
BEN HAS PARTICULAR EXPERTISE IN THE FOLLOWING AREAS: Budgeting for personal and business, so that there is capital remaining for investing to reaching one's financial goals. Retirement planning to allow individuals and families maintain their standard of living, with reviews of investments and tax strategies.
Budgeting, retirement planning, financing children's education, tax saving concepts, financial aspects of business or work, fringe benefits provided by work, wealth protection and transfer, gray market, investments, minimization of taxes, understanding current tax laws, estate planning, a thorough review of insurance, and charitable giving.
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