Jonathan D. Benge CRPC®
LPL Investment Advisor Representative
Jonathan Benge is a Chartered Retirement Planning Counselor SM, LPL Investment Advisor Representative, and Managing Partner of Preferred Resource Group based in the Twin Cities of Minneapolis/Saint Paul. Graduating from North Dakota State University (NDSU) in 1996 with a BS degree, Jonathan and other NDSU alumni collaborated and established Preferred Resource Group before moving PRG to the Twin Cities in 2000.
With over 24 years of experience, Jonathan's focus is working with retirees and pre-retirees and their families who desire planning for a smooth transition to retirement. By reviewing where you are at financially and where you would like to be, a unique plan is created. Each family and situation is unique and so are their investment and lifestyle retirement goals. Utilizing a client-centric process we will work together to determine your retirement needs for your lifestyle goals.
Focusing on your retirement objectives and lifestyle goals, the benefits of the vast number of opportunities available to you will be reviewed. Whether seeking assistance in discovering strategies to potentially decrease income tax liability, maximize social security, and/or estate preservation strategies, Jonathan educates his clients with regard to the tax advantages and consequences of various concepts as well as working with your tax professional and/or legal counsel to implement your plan.
Core Values: Honesty, Commitment, Respect, Positivity, Service to Others.
CRPC® & CHARTERED RETIREMENT PLANNING COUNSELOR SM are registered service marks of the College for Financial Planning®.
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.