Benning Financial Advisors

CONNECT

Address:

104 Meriden Ave
Southington, CT 06489

Phone:

203 525 4886

Fax/Other:

860 924 1073

Our Services

We serve individuals and businesses in all areas of financial consideration, including:

 

Cash and Debt Management

A solid financial plan starts here. We can work with you to create a customized plan to help you manage your cash flow, minimize debt and ensure that your money is working efficiently for you. We will help you establish adequate cash reserves so that you can be prepared for any financial issues that may arise. 

 

Financial Guidance to Support Your Goals

What are your goals? Does your financial strategy support them? We will work with you to define a strategic and tactical plan you can follow, with the guideposts to get you to your goalposts. We will help you monitor your progress and update your goals annually.

 

Investment Strategy

Your financial goals are best served by the proper asset allocation. Reviewing your portfolio and helping you understand your risk tolerance is the just the beginning. In the ever-changing global market, and in the event that your circumstances change, our goal is to help our clients maintain the suitability of their investments. Recommending appropriate investment vehicles to keep you moving toward your goals with peace of mind is the basis of the strategy we can create for you.

 

Risk Management Strategy

It's important to protect the assets you've worked so hard to acquire, not just for today, but for years to come, and for your eventual legacy. We will review your existing policies with you, find the best policies for your situation, and recommend policy changes when appropriate.

 

Retirement Planning Strategy 

How much do you really need to comfortably retire? We can help you determine what your retirement lifestyle will require. We will assess the value of your assets, employer-sponsored retirement plans and IRAs as they relate to your retirement goals. As retirement approaches, we will help you determine the most efficient way and time to begin taking your Social Security Benefits.

 

Education Funding Strategy

Will you have enough to fund your child's education? Early planning, and a good investment and accumulation strategy is essential. It's never too early to start. We can help.



Estate Planning Strategy *

Part of risk management is a sound strategy to preserve your estate for your intended heirs. Reducing exposure to estate taxes and probate costs is one significant aspect of your plan. We can help advise you and coordinate goals with tax and legal advisors. 

 

Income Tax Review

We're not tax accounts, but taking an eagle-eyed, practical look at your tax return each year from the perspective of knowing all of your financial goals is just a smart thing to do.  We will review your tax return each year to ensure that no tax-saving strategy is overlooked.

 

Business Review

A profitable business requires best-practice financial strategies. We can help you define and establish financial structure and recordkeeping that will enable you to make more informed business decisions.

 

Employee and executive benefits

We can help you attract and retain qualified employees for your business through optimized benefit packages.


* Neither Benning Financial Advisors nor its representatives provide tax or legal advice.  You should consult with your financial professional, attorney, accountant or tax advisor regarding your individual situation prior to making any investment decisions. 

 

 



 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck