Services
Bentley Financial Group, Inc. understands each client has unique needs and challenges. That is why we implement a personalized approach in providing a full range of services to address your financial questions and concerns.
Financial & Insurance Planning
- Income & retirement
- 401(k) Plans
- College savings
- Wealth preservation
- Asset protection strategies
- Life
- Long-Term Care
- Disability
Financial Planning offered through LPL Financial, a Registered Investment Advisor.
Investment Management
- Discretionary Portfolio Management
- Customized asset allocation
- Tactical adjustments and rebalancing
- Risk Assessment
Wealth & Estate Planning
- Generational wealth transfer
- Family legacy
- Business succession
- Tax advantaged strategies
- Wills & trusts
- Charitable giving
Communications
- Monthly newsletter
- Educational white papers
- AccountView online access
- Outlook series events
- Periodic client reviews