Financial Planning and Security
Benjamin Feely is an independent licensed insurance agent appointed with World Financial Group Insurance Agency.
Along with his team of financial professionals, Benjamin works to ensure clients goals are met and problems are solved.
Financial Planning and Security is the website name and may not necessarily reflect the official business name.
Financial Literacy
Workshop #5
Understanding Asset &
Accumulation Strategies
Monday February 24th 2025
Questions & Comments
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3pm HST/ 6pm PDT/ 7pm MDT/
8pm CDT/9pm EDT
Achieve Your Financial Goals with Expert Advice
Personalized Strategies for Wealth Management, Retirement Planning, and Financial Security
At Financial Planning and Security, we believe that true financial freedom comes from having a plan that’s tailored to your unique goals and life circumstances. Whether you’re building wealth for the future, planning for retirement, or protecting your family’s financial legacy, our comprehensive approach ensures that your money works as hard as you do.
Our expert advisors take the time to understand your needs, values, and long-term vision. With personalized strategies that prioritize growth, security, and flexibility, we’re here to help you navigate life’s financial decisions with confidence.
We specialize in:
✅ Retirement Planning – Ensure you’re prepared for a secure and comfortable future.
✅ Wealth Accumulation – Build and grow your assets through smart, tax-efficient strategies.
✅ Financial Security – Protect what matters most, from your family’s future to your estate.
✅ Legacy Planning – Leave behind a lasting impact that reflects your values and priorities.
We’re more than financial planners — we’re your partners in securing peace of mind for the road ahead. Let us help you take control of your financial future with clarity, confidence, and purpose.
Start your journey today.
👉 Schedule your free consultation and take the first step toward lasting financial security.
**Disclaimer:** We would like to emphasize that while we are financial professionals and licensed insurance agents, we are not certified financial planners. Our expertise lies in providing comprehensive financial strategies, offering various insurance solutions including life, disability, and long-term care insurance, as well as annuities. Additionally, we specialize in college funding plans, estate preservation products, and debt management. It's essential to recognize that our recommendations and services are tailored to meet specific financial needs and goals, but they do not constitute formal financial planning advice. We encourage individuals seeking personalized financial planning to consult with a certified financial planner or licensed financial advisor to address their unique circumstances comprehensively. Our aim is to assist clients in making informed decisions about their financial future by leveraging our expertise and experience in the realm of insurance solutions and financial strategies. However, it's crucial to acknowledge that our offerings are not a substitute for professional financial planning advice. Clients should carefully review all information provided and consult with appropriate professionals before making any significant financial decisions. We are committed to transparency and integrity in all our interactions and prioritize the best interests of our clients.
NEWLY ADDED CONTENT
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Referral Program - You refer a friend or family member, they become a client, and you get paid! Email for info!
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NEW Spots Open - JOIN OUR TEAM - Earn Your Worth!
How We Help You Build Financial Security
At Financial Planning and Security, we understand that life’s most important goals — protecting your family, preparing for retirement, and growing your wealth — require a personalized approach. That’s why we offer custom-tailored financial solutions to help you build a secure, prosperous future for yourself and your loved ones.
Whether you need life insurance to protect your family, retirement planning to ensure a comfortable future, or wealth management strategies to grow your legacy, our experienced advisors are here to guide you every step of the way. We don’t just offer financial products — we offer peace of mind, knowing your future is secure.
Our Featured Services
💼 Life Insurance — Protect what matters most with customized life insurance solutions designed to provide security for your loved ones.
🏖️ Retirement Planning — Build a retirement strategy that ensures a steady income, so you can enjoy your golden years without financial worries.
📈 Wealth Management — Maximize your wealth through smart, tax-efficient strategies that preserve your legacy for future generations.
📚 Financial Literacy Coaching — Gain the essential financial knowledge and skills to manage your money confidently, reduce debt, save for the future, and build long-term financial stability for your family.
🚀 Business & Entrepreneurship Mentoring Opportunity — Looking to start or grow your own business? We provide personalized mentoring and leadership development, helping you turn your goals into a thriving business and create additional income streams.
Ready to Take Control of
Your Financial Future?
Your financial goals are within reach — and we’re here to help you achieve them with expert guidance and a personalized plan.
📅 Book Your Free Consultation Today and let’s create a strategy that works for you. It’s the first step toward financial peace of mind. 👉 Book Now
🔒 Secure Your Financial Future Today! Don’t wait for tomorrow to take control of your finances. Start now, protect your family, and build a lasting legacy.
At Financial Planning & Security
Your Goals Are Our Top Priority
Your financial future is too important to leave to chance. At Financial Planning and Security, we believe in more than just offering financial products — we’re committed to providing personalized strategies that protect your family, grow your wealth, and empower you to achieve your life goals.
Every client’s journey is unique. That’s why we take the time to understand your specific needs, aspirations, and challenges, tailoring a plan that puts you in control of your financial future. We don’t just offer advice — we partner with you to create lasting solutions that bring peace of mind.
Why Choose Us?
As part of one of the largest financial solutions companies in the world, we have access to a wide range of products and providers — giving you the best options to meet your priorities. Our focus is simple:
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Maximize your protection at the most competitive price.
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Help you build a lasting legacy for your loved ones.
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Empower you with financial literacy to make confident decisions.
Whether you're protecting your family with life insurance, planning for retirement, or exploring business opportunities, we're here to guide you every step of the way.
Our Stories Can Be Your's
John & Lisa Thompson — Final Expense Insurance
"When my father passed unexpectedly, we were overwhelmed with emotions and unsure how we’d cover the funeral costs. Thankfully, he had a final expense policy through Benjamin Feely, our insurance broker. The process was seamless, and the funds were available quickly. Knowing everything was taken care of allowed us to focus on celebrating his life instead of worrying about finances. We’re grateful for the compassionate service we received and now have peace of mind knowing we’ve secured coverage for ourselves as well."
Maria Gonzalez — Indexed Universal Life (IUL) Policy
"As a small business owner, I was looking for a way to protect my family while also planning for retirement. Benjamin Feely introduced me to an IUL policy that offers both life insurance protection and cash value growth. Not only is my family protected, but I also have access to funds I can use for emergencies or even future business investments. The personalized attention and thoughtful advice I received made all the difference. I feel confident knowing my financial future is secure."
James Parker — Retirement Planning and Long-Term Care
"I’ve worked hard my whole life to build a comfortable retirement, but I was worried about the rising costs of long-term care. The team with Benjamin Feely helped me put a plan in place that uses my life insurance policy to cover those potential expenses if needed. Now, I know that my savings are protected, and my family won’t have to make difficult decisions down the road. Their dedication to finding the best solutions for my unique needs was truly impressive."
The Williams Family — Life Insurance for Young Families
"We’re a young family with two kids, and we knew it was time to think about life insurance. The team with Benjamin Feely walked us through all our options, explaining everything in simple terms. We chose a plan that not only protects our kids’ future but also builds cash value we can use for their college tuition. Knowing we’re building a legacy while securing our family’s financial future gives us so much peace of mind. The team’s patience and dedication to finding the right policy for us made the process stress-free."
Sarah Johnson — Business & Entrepreneurship Mentoring
"Starting a business can be overwhelming, but the team with Benjamin Feely didn’t just help me with financial strategies—they offered mentorship and guidance that went beyond the numbers. From business planning to finding insurance solutions that protect my income, they were with me every step of the way. Their ongoing support has been invaluable as I grow my business with confidence and security."
Robert & Diane Smith — Final Expense Policy for Parents
"When my mother became ill, we realized we hadn’t planned for her end-of-life expenses. Benjamin Feely helped us set up a final expense policy that fit her needs and budget. He was incredibly kind and patient throughout the process, making a difficult time much easier for our family. The peace of mind we now have knowing everything is in place is priceless."
Dr. Emily Carter — IUL for Long-Term Planning
"As a doctor, I understand the importance of planning for the unexpected. I wanted a solution that offered both protection and growth potential. Benjamin Feely recommended an IUL policy that not only protects my family but also gives me tax-free access to funds for things like future medical expenses, home renovations, or even a dream vacation. His expertise and customer service made me feel valued and secure."
David Nguyen — Wealth Management and Legacy Planning
"I’ve always been concerned about leaving a financial legacy for my children. The advisors with Benjamin Feely helped me create a wealth management plan using life insurance that ensures my kids are taken care of while also offering me flexibility in my retirement years. Their commitment to understanding my goals and providing personalized advice is unmatched. I couldn’t be happier with the service."
Karen Bennett — Financial Literacy Coaching
"I’ve always struggled with understanding financial concepts, but the team with Benjamin Feely offered coaching that simplified everything for me. From budgeting to retirement planning, they made sure I understood my options and felt confident in my financial decisions. They truly care about empowering their clients, and that personal touch makes all the difference."
Karen Bennett — Financial Literacy Coaching
"I’ve always struggled with understanding financial concepts, but the team with Benjamin Feely offered coaching that simplified everything for me. From budgeting to retirement planning, they made sure I understood my options and felt confident in my financial decisions. They truly care about empowering their clients, and that personal touch makes all the difference."
Mark and Jessica Patel — Comprehensive Family Protection
"We wanted to ensure our family was protected from all angles—final expenses, retirement, college savings, and long-term care. The team with Benjamin Feely took the time to understand our needs and recommended a combination of policies that addressed every aspect of our financial future. Their dedication to finding the best solutions for us and their ongoing support shows they truly care about their clients’ success."
Our clients’ stories speak for themselves. At Financial Planning and Security, we are more than just financial advisors—we are partners in your journey to financial freedom and peace of mind. Ready to start your own success story?
👉 Book your free consultation today and take control of your financial future!
