My name is Katie Benson, and I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I’m committed to helping clients across the country find ways to generate more retirement income and to grow their money with 100% protection from losses.
Despite market volatility and the risk that comes with that, there are strategies you can put in place right now to protect your money from any market downturns or losses and ensure a guaranteed stream of income.
While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into long-term, sustainable income that you can count on and spend with confidence in your retirement.
My journey into becoming a financial professional was deeply personal—after witnessing my parents’ financial advisor mishandle their life savings, I knew I wanted to help others avoid the same frustration and uncertainty. That experience ignited my passion for financial education and client advocacy.
I am dedicated to educating clients about their retirement options and helping them make informed decisions with confidence. My passion is bringing clarity to the complexities of annuities and ensuring each client understands their options before making a decision.
While the way we do business has evolved, I have found that connecting with clients online is not only convenient but also highly effective. We can explore products in detail—right from the comfort of your home or wherever you prefer..
One of the many advantages of being an independent advisor is that I am not held captive to any single company, which allows me to seek out and recommend the most competitive and high-performing products in a constantly changing market. Whether you’re preparing for retirement or already enjoying your golden years with extra funds to invest, I’m here to help you find the right solutions for you and your financial goals.
Let’s build a strategy that works for you—one that brings financial security and peace of mind for years to come.
Sincerely,
Katie Benson
