Absolute
FREEDOM
to protect your principal
Enjoy the
DREAM
...of a reasonable rate of return.
Our
TEAM
will keep it simple for you.
Safety First
We believe in safety first!
Reasonable Return
We will evaluate your needs and offer you potential solutions!
Keep it Simple
Your financial future doesn’t have to be complicated!
Welcome To Benfield Insurance and Financial Services
Mission Statement:
We are committed to maintaining the highest standards of integrity and professionalism in all our relationships. We aspire to know and understand each of our client’s individual financial situation so that we may prove the most accurate information, quality products, and the services needed to attain your goals.
We have recently welcomed Janet Nelms to our staff and she will be assisting us to continue to fulfill our mission.
EDUCATIONAL SEMINARS
- Strategies to feel good about preparing for retirement
- Strategies that can help rebuild your financial needs
- Strategies in challenging times
- Strategies to help achieve financial goals
- Strategies to help achieve your long-term financial goals
- Feel good about your retirement strategies
- Feel confident about your retirement savings strategies
- How you can get income that you won't outlive*
- Information about IRA's and tax deferral characteristics **
- Things to think about that may be more appropriate for your financial needs
- How our clients have kept their money safe from market declines
- Options that let you avoid taxes on IRA distributions**
- Products that keep your principal safe from market declines*
*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation
If just one of these items are a concern you need to call us NOW at 252-443-3307.
