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Services

Client Centered

Benko Financial Services specializes in helping individuals develop sound financial strategies. We hope that you will take the time to explore our website and the wealth of information we offer. Ask any questions that you may have. Our team is happy to meet with you or have a quick chat on the phone to see if we are a good fit. We offer personalized, hands-on service. We educate our clients about financial concepts and products. Let us help you take the mystery out of investing, insurance, estate planning, and preserving wealth.

We understand the many challenges and unknowns of finances today and know the biggest concern for many is outliving their money. At Benko Financial Services, we focus on comprehensive wealth creation, as well as other financial issues that are critical to your well-being and success. We want you to feel confident in your knowledge and understanding as you run towards your financial milestones and ultimately cross the finish line.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

coleman@benkofs.com  |  (706) 715-4950