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As Christian Financial Stewardship should take into account how we use our God-given material blessings, we offer our services in an effort to promote spiritual maturity regarding our many blessings.
Personal Services
Estate Planning - remembering to plan for our surviving loved ones we help you to use tax efficient methods, and Biblical principles in planning your estate and gifting money to others e.g. we believe that Biblically you are not obligated to leave money to children, relatives, or non-profit organizations that are not financially responsible or promoting Christian values. The timing of a gift of increasing value, given or transferred to a loved one while still alive, can be costly to your survivors if not timed properly for tax efficiency. This service is available in all 50 States.
Life Insurance Planning - we will help you determine how much you will need to leave your surviving loved ones based on an efficient needs analysis. The Bible reminds us that if we don't provide for our families, we are worse than infidels. Often times, I have met widows who have inherited the good intentions of their husbands instead of the money they needed to survive. Let us help you leave to go to Heaven with a good reputation left behind. Also, in this age of cancer frequency, we should not forget to insure our wives, since the former trend of males passing away first is no longer absolutely true. We are dedicated to recommending only Life Insurance companies that do not violate Christian principles and are pro-life and pro-family. This service is available in all 50 States.
Tax Preparation - we can do your individual tax returns, including Schedule C and Schedule E. Over the years, we have become more experienced in helping clients in network marketing companies, file their tax returns taking advantage of as much tax savings strategies as possible. We also specialize in helping those missionaries and other individuals living outside the US (expatriates) complete their tax returns legally maximizing the tax laws in their favor. This service is available in all 50 States.
Portfolio Review - to help you align your investment portfolio with Christian principles screening for moral issues and using investments and/or companies that do not violate Christian values and principles. We use pro-life, pro-family, and other moral screenings to build your portfolio. Currently, Ron Benjamin is a Registered Investment Adviser in the State of California, and by law is limited to California Residents only. Please call or email me for our current Investment Adviser Brochure, Investment Adviser Contract, and Investment Adviser Fee Schedule.
Note Brokering - do you or someone you know need cash and have installment notes and want to sell their Real Estate Note, Annuity, Lawsuit Settlement, or other notes? Give us a call or email us and we will help you or your friend find a qualified reputable buyer for the Note.
Having Trouble Selling a Home? - there is a little known, completely legal, method on how to sell your home, even in a down real estate market, by using a method we would love to share with you.
Our Fees are generally charged at $195.00 per hour, but we respectfully reserve the right to charge you a discounted fee or flat fee based on your needs and circumstances. At times, our fees will be higher based on the complexity of your needs.
Ron Benjamin, MFP® is AAFM Global Board Certified in Financial ManagementRon Benjamin is a Registered Investment Adviser in CaliforniaRon Benjamin is a California Tax Education Council Registered Tax Preparer - #A146443Member Professional Accounting Society of AmericaMember Lawyers Christian Fellowship - UK
MFP and Master Financial Planner are Registered Trademark Designations of the American Academy of Financial Management
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