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