Years of experience: 12

Life CoachingFinancial PlannerFinanceConsulting

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Ben's Career Path
Financial AdvisorJan. 2025 -
Present
Legacy Retirement StrategiesFinancial Advisor
Agency Training Instructor SeniorNov. 2023 -
Dec. 2024
COUNTRY Financial®Agency Training Instructor Senior
Bloomington, Illinois, United States
Financial PlannerJan. 2022 -
Nov. 2023
Prudential FinancialFinancial Planner
Bloomington, ILFinancial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks ...

Ben's Posts

  • How I can help you

    Utilizing deep analysis tools, I uncover client priorities to provide tailored recommendations. Initial 30-minute conversations, via phone or video, help establish mutual understanding and determine collaboration suitability.

  • People I am looking for

    Ideal clients include: - New individuals starting their journey - Families safeguarding assets - Retirees maximizing cash flow

  • Experience & Cases

    Achievements include: - Family protection with life insurance - Initiating investment plans - Retirement planning with secure income Client base: small businesses, young families, retirees

  • How to contact

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