Pre-Retiree
Creating a plan for retirement can help reduce stress and allow you to really enjoy this phase of life.
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My Approach
Ben works with individuals and families to build personalized financial plans aligned with their goals, values, and long-term vision. As a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional® (RICP®), Ben has specialized training in retirement income planning, helping clients create sustainable strategies for generating income tax-efficiently and making confident financial decisions in retirement. Ben believes that great financial planning is both personal and practical. He takes the time to understand each client’s: goals, values and lifestyle, and unique financial situation to develop a clear, actionable plan designed to build confidence and keep clients on track toward their long-term objectives. His philosophy is simple: The best financial plan isn’t just one that looks good on paper—it’s one that fits your life and helps you move forward with clarity and confidence. This belief is a big reason why he came to work with Logan at Valentine Wealth Management. Here, he has the opportunity to work with a small group of clients, which provides him the chance to know each of his clients personally and give them advice that is truly in their best interest.
The Clients I Serve
Retirees or Seniors
A retirement plan isn't something you create once and never look at again. Life changes over time and so can your plan.
Also: High Earning First Generation, Philanthropists, Physicians & Healthcare, Teachers & Educators, Women & Female Leaders, Working in Retirement
Major Milestones I Specialize In
Buying a Home and Relocation, Career Changes or Job Loss, Compensation Changes, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Getting Married and Starting a Family, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We take the time to understand your goals, values, and financial situation, then build a comprehensive plan that integrates investment management, retirement planning, and tax-efficient strategies, all coordinated with your CPA. Our goal is simple: to help you make confident decisions and stay on track over time. We typically work with high-income professionals, business owners, and those approaching or in retirement who want more than just investment management—they want a trusted advisor to help coordinate their entire financial life and bring clarity to complex financial decisions.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.