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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QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
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A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Credit Card Debt
How Long Will It Take to Pay my Balance?