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1385 Warren Avenue . Suite A . Downers Grove, IL 60515

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ONE-ON-ONE APPROACH FINANCIAL PLANNING INVESTMENT PLANNING
Bentley Financial Group, Inc.

is focused on establishing long term, working relationships with each
client through honesty and open communication.

Your investments are customized to address your specific goals and managed according to the current economic environment.

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The process by which you systematically seek to build and manage wealth over time in order to prepare for your lifetime income needs.

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Your relationship with us is extremely important. As independent wealth managers our focus remains in line with your best interest.

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Helpful Content

 Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Infographic: The ABCs of Financial Literacy

So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Saving for College 101

Here’s a crash course on saving for college.

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