Our mission is to be Your Strategic Alliance for Life.™
We are committed to developing meaningful relationships, understanding our clients' unique needs and values, creating customized solutions.
In each of our practice areas, we utilize highly rated solutions. For example, in our insurance and corporate benefits practice, we represent respected insurance companies to fulfill your risk management*, financial planning* and insurance needs. In our asset management practice**, we have access to leading institutional managers.
In our Retirement Plan Division, we assist clients with their retirement plan design, maximum funding capabilities, and implementing fiduciary and investment due diligence best practices within their retirement plans.
*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (http://www.finra.org/)/SIPC (http://www.sipc.org/). Investment Advisory Services offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc. or Schemata, L.L.C. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.