Ben C. Kaufmann - Complete Financial Planner

Through education and personal experience, our firm always wants to place you in a better financial situation than you were before the process began. Budgeting is the first step, and then we work toward your other financial goals, which may be listed below, or others that you personally may wish to accomplish. Ben does all the work personally, and has the knowledge and the ability to do this without having to work with a team or others. Obviously, there may be other professionals such as attorneys or accountants he will consult to provide the best solutions. Our goal is to be able to understand your financial goals, help you achieve these goals in the best possible manner.

What can my knowledge and experience do to help you reach your financial goals?

Ben C. Kaufmann - Complete Financial Planner
  • Budgeting
  • Minimization of Taxes
  • Retirement Planning
  • Children's Education
  • Investments
  • Wealth Transfer
  • Asset Protection
  • Insurance
  • Fringe Benefits
  • Tax Saving Concepts
  • Estate Planning
  • Charitable Giving
  • Financial Aspects of Business
  • Understanding Current Tax Act

FINRA’s BrokerCheck
Securities and Advisory Services Offered Through Harbour Investments, Inc., a registered broker-dealer, member FINRA-SIPC.

Currently, Mr. Kaufmann is securities registered in: KY, AK, CO, FL, GA, IN, MI, NY, OR.

This communication is strictly intended for individuals residing in the states listed above, where this registered representative is currently licensed to conduct securities business. No offers may be made to or accepted from outside the specific states referenced.