My name is Katie Benson. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I’m interested in helping clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I’m motivated by my desire to show and extend love to others, and I’m interested in helping clients achieve financial stability and confidence. I entered the annuity business after watching my parents search for good, reputable guidance for their hard-earned savings, only to keep coming up short. On their journey, they stumbled upon people who were rude and others who did not know the latest methods and strategies that would be ideal for my parents. Watching them go through those experiences broke my heart, as my father is one of the hardest workers I know.

Because I do not want others to have similar experiences as my parents, I have since gone through education to better equip myself to serve this industry, earning my Insurance License in 2019 with the goal of bringing clarity to the financial future of anyone I meet. My desire is to serve, so your hard-earned money can provide you with a retirement to enjoy and, if desired, to leave a legacy for your loved ones for years to come.

I’ve spent over nine years as a business owner catering to over 40 movie and TV sets, including the Clint Eastwood movies as well as Ozark, and Marvel productions.  I bring extensive experience in the service of others to ensure my clients are happy and secure in their financial situations.

I love traveling, hiking, dancing, and reading in my spare time. I’m the oldest of four siblings, and I have spent time living in Alaska and Colorado before eventually settling in my native city of Atlanta.

I reside in Georgia, and even though my office is physically located in Atlanta, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Katie Benson