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 20 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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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Credit Card Debt
How Long Will It Take to Pay my Balance?