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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

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

 

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Bucket Plan to Go with Your Bucket List

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

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