Income Planning

The financial goal of many people especially in retirement is to increase their monthly, spendable income after taxes and inflation, while also maintaining liquidity. While a tall order, the rewards are worth the effort. In many cases, it can mean the difference between having to work in your retirement years or spending your retirement in comfort and security. We believe that the ultimate financial peace of mind is knowing that you have an income you can never outlive.

With our strategies, The Benjamin Financial Group, Inc. helps clients by showing them how to have a tax efficient income for the rest of their lives.

Our Firm and Philosophy

The Benjamin Financial Group, Inc. is a wealth management and estate planning firm. Most advisors call themselves "wealth managers,"



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The Benjamin Financial Group, Inc. is a Registered Investment Advisory firm in Virginia. The Benjamin Financial Group, Inc., works with clients in Virginia and in other states under a de minimus exemption, if applicable. The Benjamin Financial Group, Inc. and Benjamin A. Geber, CFP® are not affiliated with a broker-dealer or insurance company. The information that is provided in the web site has been compiled to the best of our ability. However, The Benjamin Financial Group, Inc. does not make any warranties of any kind, expressed or implied, and will not be held responsible, or liable for errors or omissions resulting in any loss or damage caused or alleged to be caused directly or indirectly, by information contained in this web site. We would emphasize the importance of having other advisors. We are not practicing accountants or attorneys. Independent tax and legal counsel are suggested.