Meet Benjamin Conner
Ben founded Conner Financial in 2015 with a mission to help clients protect their wealth from unexpected financial risks.
Since then he has helped protect over $40 million in client assets focusing on strategies that provide excellent returns while reducing overall market exposure, create reliable retirement income and maximize tax-efficient legacy planning.
Ben’s approach centers on creating a “Financial Safe Harbor” — a place of security and confidence so his clients can enjoy their retirement worry-free. Ben is a Certified Financial Fiduciary® and maintains a standard of providing “Good Faith, Care, and Loyalty to his Client’s Best Interest”.
Specialized Areas of Experience:
01
Proprietary Roth Conversion Strategies
The IRS uses forced withdrawals called RMDs (Required Minimum Distributions) to tax your retirement accounts which can trigger large increases in taxes and Medicare costs. Ben utilizes proven proprietary strategies to minimize and even eliminate the impact of these risks to your retirement accounts.
02
Wealth Protection Planning
Retirement doesn’t mean that it’s time to stop growing. The same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risks. Ben specializes in helping retirees and pre-retirees protect their retirement assets while continuing to navigate forward.
03
Legacy
Planning
Many clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double or even their inheritance – Tax Free and Guaranteed! Ben also works with his clients to help them embrace their own mortality and be prepared for the loss of a spouse and the income and tax burdens that this can often create.
04
Retirement Income Maximization
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income. Ben works with his clients, hand in hand, and creates a customized and reliable retirement income plan, encompassing all sources of income. Let’s get together and work on a plan for you.
