Verified recordFinancial Services

Benjamin Feigenbaum

Financial Professional at Strategic Planning Group

Based in Cleveland, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Cleveland

Industry

Financial Services

Company size

47

Contact information

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Email

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b•••••••@strategicplanninggroup.com

Phone

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Background

About Benjamin Feigenbaum

Navigating the intricate maze of financial planning can be daunting, especially for busy professionals, business leaders, and executives. Balancing business growth demands with personal financial aspirations often presents a formidable challenge for the best of us. These may seem like they’re insurmountable, but they’re really not. Here are some insights to get you started thinking in the right direction:* Develop a financial blueprint that is in line with your individual ambitions and life goals.* Dive deep into tax nuances and adopt tax-efficient methodologies for financial management.* Create a business continuity plan that guarantees uninterrupted operations in the face of unexpected events.* Leverage the principle of large numbers to obtain comprehensive protection, catering to those who might face challenges in obtaining insurance independently.* Establish a strong tax-efficient wealth transfer strategy, ensuring your assets remain protected for subsequent generations while you remain in control. At Strategic Planning Group, we provide individuals, families and businesses with comprehensive strategies to pursue financial independence. We achieve this through protection planning and macro-financial organization. Our team will custom design a plan specifically for each client's needs and preferences. We are true independent agents, and as such, we act as an advocate for our family of customers. If you are interested in our financial strategies, I invite you to have a brief conversation. Whether or not we decide to work together, I am confident our call will offer significant insights on helping you achieve your financial goals. Contact me: ben@tfagroup.com |(800) 453-6277

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