Benge Retirement Group, LLC

Benge Retirement Group is a local wealth management firm that specializes in holistic, customized retirement planning for clients. We focus on investment advising, tax planning, and Medicare advising. We design customized retirement income strategies for our clients. Our advisers are also licensed National Social Security Advisers (NSAA) where we educate the local senior community on social security optimization and use social security benefits as the foundation of the retirement income strategy. We also focus on minimizing our clients' tax liability, sequence of returns risk exposure, and avoiding any potential IRMAA surcharges.

We are Retirement By Design.