Education and Engagement

Join us for the following Education or Engagement opportunities.

Complementary Estate Planning Review

Does your Estate Plan need to be updated? All Estate Plans should be evaluated every 5 years or as major changes take place in your life.

COMPLIMENTARY INVESTMENT ANALYSIS

Does your investment portfolio and strategy reflect your needs today? Do you have all the income you need?

Call or write today for an investment portfolio review.

RISK MANAGEMENT AND INSURANCE

Are you prepared for the unexpected? Life changes quickly and gets more complicated as we grow older.

PACKING FOR RETIREMENT

A Guide for people Ages 50-70 planning for Retirement

Come and visit with a member of the Bentron Team today and get a FREE copy of Jim’s Book.

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James L. Flanagan, President

Mission

We provide comprehensive wealth management services to people at or near retirement.

Vision

We do so in a simple, straightforward and transparent fashion.

Values

We build all of our relationships on mutual trust and respect.
We always maintain the highest standards of professionalism and integrity.

Purpose Driven Planning

Every business and family is unique, and there is no single solution to proper wealth management. We invest time in our client relationships. We meet face-to-face and listen carefully to your needs, challenges and goals.

Our clients appreciate the fact that we ask creative, meaningful questions and craft customized plans to address what is important to them. We are bound by our fiduciary duties and the Bentron code of ethics to provide comprehensive independent advice.