As a Financial Advisor with Good Life Orlando, I specialize in company retirement plans. Retirement plans can be complex and confusing. Today you continue to read about plans and fiduciaries being sued by participants. Many who act in a fiduciary capacity do no understand what all of this encompasses. I pride myself on making what can be a complicated situation easy for clients to understand. That way, they can rest assured knowing they are fulfilling their roles as a fiduciary to a plan. Managers understand that a good company retirement plan can be a key tool for recruitment and retention. I help to ensure that each plan is working to address their goals. How I accomplish this for my plans changes, but in general, I help plan fiduciaries by doing 5 key things: -providing investment research and recommendations -providing investment analysis for trustee meetings -being available to meet with individual participants to ensure they are retirement ready (remotely, or in person) -education training on what it means to be a plan fiduciary -enrollment meetings for eligible participants Phone: 407-232-9101 Email: mike.bensey@goodlifefa.com Address: 6900 Tavistock Lakes Blvd Suite 400 Orlando, FL 32827 I WELCOME A CONNECTION IF: -You are looking for an advisor for a company wide retirement plan. -You are unsure if you are a fiduciary with your company wide retirement plan. -You are wanting to ensure your company retirement plan is working for you. -You want to start investing for your financial future. -You want to make sure that what you are doing is the best thing for your situation. -You have never created a financial plan before. PROFESSIONAL EXPERIENCE: Prior to joining Good Life Orlando I worked as a Financial Advisor and Certified Financial Planner at Ameriprise Financial. Prior to that I ran my own independent Financial Firm for over fourteen years. Before moving to Orlando I worked in the D.C area for ten years. I grew up in West Virginia and earned my Bachelors of Science in Finance as well as my Master of Business Administration. When I am not working I like to spend time with my family at the beach, coaching my sons sports teams or serving at my local church.
Listed skills include Financial Advisory, Coaching, Retirement Savings, Sports, and 3 others.
