More About Ben Conner
Ben in a little more detail…
Ben started Conner Financial in 2015 when he transitioned from commercial real estate valuation into the financial world with a desire to protect client’s investments from financial catastrophe. To date, Ben has helped clients shelter over $40 million in assets from unexpected market events that can negatively affect and even devastate portfolios, especially in retirement. Ben has three main areas of focus: he utilizes proprietary and industry leading wealth protection strategies to be sure that if the market corrects or crashes, that his client’s portfolios are minimally affected, he helps ensure that his clients don’t run out of money during retirement, and he also works to help clients create tax advantaged legacy plans so that they can still have a positive effect on their loved ones and/or causes dear to them even after they have passed. He believes that once you have survived the storms of life and are nearing retirement, that you should seek out shelter and safety for the wealth that has been accumulated throughout that journey. Therefore, it his overall focus that together, he and his clients create a Financial Safe Harbor where they can retire in safety and live worry free. Ben is a Certified
Financial Fiduciary® and maintains a standard of providing “Good Faith,
Care, and Loyalty to his Client’s Best Interest”
Life Outside of Work
Ben lives with his wife Whitney, his two daughters Greer and Graylynn, and their lab Beau in North Myrtle Beach, SC. When he is not helping clients, he enjoys spending time with his family on the water or on the golf cart, fishing, hunting, cheering for his daughters’ soccer teams, and hiking in the mountains. He is originally from Lexington, NC and has lived in North Myrtle Beach since 2011.
Specialized Areas of Experience:
01
Proprietary Roth Conversion Strategies
The IRS uses forced withdrawals called RMDs (Required Minimum Distributions) to tax your retirement accounts which can trigger large increases in taxes and Medicare costs. Ben utilizes proven proprietary strategies to minimize and even eliminate the impact of these risks to your retirement accounts.
02
Wealth Protection Planning
Retirement doesn’t mean that it’s time to stop growing. The same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risks. Ben specializes in helping retirees and pre-retirees protect their retirement assets while continuing to navigate forward.
03
Legacy
Planning
Many clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double or even their inheritance – Tax Free and Guaranteed! Ben also works with his clients to help them embrace their own mortality and be prepared for the loss of a spouse and the income and tax burdens that this can often
04
Retirement Income Maximization
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income. Ben works with his clients, hand in hand, and creates a customized and reliable retirement income plan, encompassing all sources of income. Let’s get together and work on a plan for you.