What are the advantages of working with a fee-only financial advisor acting as a fiduciary versus a commission-based financial advisor? We have over 20 investment portfolios to choose from ranging in risk from conservative to aggressive. Many investors come to MVP Management with questions about our firm, how we work and how are we different from their current advisor.
Services
Behnken Financial Services is a local, family-owned firm that focuses on investment management, financial planning, and retirement. Family and tradition are important to us, which is why we've served second, third, and fourth generation investors. With over 100 years of combined experience, our firm provides clients the confidence to move forward financially with a comprehensive strategy in mind.
Exchange Traded Funds (ETF's) are a low-cost, tax efficient way to invest into passively managed index funds such as the S&P 500, the Dow Jones, the NASDAQ, as well as a host of other indexes. Depending on the level of risk you wish to take, from conservative to aggressive, we structure your investment portfolio to meet your investment objectives.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years. Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Learn about the importance of having an estate strategy in this helpful and informative video. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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