YOUR FAMILY
IS OUR PASSION
BIG-CITY SERVICE WITH A SMALL-TOWN FEEL
Preserve Your Capital
Whether you want to make sure you’ll have enough money during retirement, or you want to preserve a legacy for your heirs, let’s talk about your goals and how to achieve them.
Retire Well
If you’re age 55 to 62, retiring well requires a solid plan. Let’s run income projections on pensions, Social Security and 401(k) plan money to help ensure that you will have the money you need.
Minimize Taxation
An important part of retirement includes planning for taxation to reduce income taxes owed as much as possible. We’ll help you plan your retirement year-by-year, including tax projections.
About Us
Benning Financial Services
Located in Bismarck, North Dakota, Benning Financial Services is an independent firm providing an array of financial and investment services to people nearing retirement. We specialize in personalized retirement planning and retirement income solutions with a conservative approach.
Benning Financial Services provides a high level of knowledge and experience delivered with a down-to-earth attitude and fun office atmosphere. Our entire staff makes it a point to simplify and use their knowledge and experience to help you know exactly what your retirement can look like.
Eventually, the two moved back to Bismarck to raise their family and to also be closer to their own families. Suzzanne took a small hiatus from working outside the home to be a mom to her five children, Madelynne, Annabelle, Alexander, Matthew, and Lauralie. She’s enjoyed attending their sports and extracurricular activities over the past several years and will continue to do so. However, with the kids getting older, Suzzanne decided to head back in to the workforce. She joined Benning Financial Services this spring as our part-time administrative assistant. Suzzanne enjoys learning about the many different financial services, working with Ryan & Kelly, and the flexibility the job offers for her family.
Our Services
Retirement Income Strategies
When you retire, you no longer have money coming in every month, instead you are taking money out of your own portfolio to cover your expenses. We’ll help you create a year-by-year retirement income plan that includes customized strategies to preserve your capital.
Pension and 401(k) Planning
Once you have your nest egg amassed, what is the best way to handle tax-advantaged distributions so that your money will last throughout retirement? We will help you develop a solid plan that includes not only your pension and 401(k)/IRAs, but also Social Security filing strategies.
Estate Planning
It’s critical to work with your CPA and attorney to develop a solid plan for transferring wealth to your heirs in the most tax-advantaged manner. We will help pull the entire plan together by recommending financial strategies to mitigate taxation for the next generation.
Videos
Your Retirement Phases
Why Timing is Everything
Are you Prepared for Inflation
Events
april, 2024
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Previous Events
Golf Scramble in Washburn, ND | Thursday, June 15, 2017
Contact
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Registered Representative of and securities offered through Berthe! Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Benning Financial Services, BFCFS, and BFC Planning, Inc. are not affiliated entities. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
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