Thoroughbred Financial Solutions
Welcome to our website, where you will find the information, resources and service, to help guide you through your decisions with your investments. Jason Benson is an Investment Advisor Representative of LPL who has been in the industry for more than 25 years with focus on individuals and families, trusts and foundations, and corporate retirement plans. Jason and his team offer comprehensive financial planning services and recommendations.
Come meet Jason Benson and his team and let us help you move towards your desired financial goals in life.
Newsletters
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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.
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Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.