Carlo Bentley, PresidentBentley & Co. is ideally positioned to take on the responsibility of helping employers provide investment solutions to their employees and secure their post-employment futures. With its highly skilled and experienced advisors, the company specializes in investment management and strategic wealth planning, which includes retirement goal planning, tax optimization, and estate planning.
“Our mission is to design a tailored financial plan for our clients, continuously monitoring it to work towards achieving the best results,” says Carlo Bentley, president, Bentley & Co. “We offer Employee Retirement Income Security Act (ERISA)- covered, employer-sponsored retirement plans, including 401(k) s, 403(b), defined-benefit, and deferred compensation plans. Clients can choose from our comprehensive suite of products and services, those that address their requirements.”
As an independent financial advisor, the company is focused on providing personalized retirement goal planning, extensive research on the many financial products in the market, and customized opinions that are designed to work towards pursuing long-term investment results. The company acts in a fiduciary capacity by paying attention to all the client’s financial objectives and roadblocks to ensure every plan is successful. Whether it is enhancing an existing income security strategy or building a new one, the company takes a dynamic approach to providing short- and long-term financial security plans.
Bentley & Co.’s client-centric approach sets it apart in the realm of wealth management. It emphasizes customized solutions and actively engages with clients to discuss retirement recommendations. The company helps them by asking probing questions and inquiring about their needs, current investment service level, plan reviews, or fund changes, like an alteration to the investment management within the plan, to improve financial outcomes and reduce risks. Based on the assessment of their individual needs, Bentley & Co. makes informed decisions about the products in the portfolio. It also explores whether clients have an investment policy or regular investment committee to oversee their organization’s investment scheme and asks about their understanding of fiduciary responsibilities to effectively manage the retirement service. Gathering all the crucial information, the company makes tactical adjustments and identifies the pain points affecting retirement goals.
For instance, a client who had partnered with a leading online payroll and HR solutions provider reached out to Bentley & Co. They were unsatisfied with the offerings from a cost and services aspect and needed a better advisor who could offer them the same as per their requirements.
Our mission is to design a tailored financial plan for our clients, continuously monitoring it to work towards achieving the best results
They were ultimately convinced to make the switch from their initial payroll provider, and a third-party administrator was brought in to keep the client informed through every step of the transitioning journey.
Bentley & Co. is working tirelessly to build a stronger background in the wealth management space by making strategic decisions strategic collaborations. To that end, the company’s securities and advisory services are offered through LPL Financial, a registered investment advisor and a member of FINRA/SIPC.
As a retirement plan consultant, Bentley & Co. aims to help participants work toward achieving 80 percent of their active income as passive income for retirement. With the deepest understanding of financial services and by adapting to changing circumstances in wealth management, it reevaluates its strategies to maintain efficiency and delivers quality retirement services invariably to work toward securing post-retirement living.
