Ben started Conner Financial in 2015 when he transitioned from ​commercial real estate valuation into the financial world with a ​desire to protect client’s investments from financial ​catastrophe. To date, Ben has helped clients shelter tens of ​millions in assets from unexpected market events that can ​negatively affect and even devastate portfolios, especially in ​retirement.

Ben has three main areas of focus, he utilizes proprietary and ​industry leading wealth protection strategies to be sure that if ​the market corrects or crashes, that his client’s portfolios are ​minimally affected, he helps ensure that his clients don’t run out ​of money during retirement, and he also works to help clients ​create tax advantaged legacy plans so that they can still have ​a positive effect on their loved ones and/or causes dear to ​them even after they have passed. He believes that once you ​have survived the storms of life and are nearing retirement, ​that you should seek out shelter and safety for the wealth that ​has been accumulated throughout that journey.

Ben started Conner Financial in 2015 when he transitioned from ​commercial real estate valuation into the financial world with a ​desire to protect client’s investments from financial ​catastrophe. To date, Ben has helped clients shelter tens of ​millions in assets from unexpected market events that can ​negatively affect and even devastate portfolios, especially in ​retirement.

Ben has three main areas of focus, he utilizes proprietary and ​industry leading wealth protection strategies to be sure that if ​the market corrects or crashes, that his client’s portfolios are ​minimally affected, he helps ensure that his clients don’t run out ​of money during retirement, and he also works to help clients ​create tax advantaged legacy plans so that they can still have ​a positive effect on their loved ones and/or causes dear to ​them even after they have passed. He believes that once you ​have survived the storms of life and are nearing retirement, ​that you should seek out shelter and safety for the wealth that ​has been accumulated throughout that journey.

Therefore it his overall focus that ​together, he and his clients create a ​Financial Safe Harbor where they can ​retire in safety and live worry free.

Ben lives with his wife Whitney, his two ​daughters Greer and Graylynn, and ​their lab Beau in North Myrtle Beach, ​SC. When he is not helping clients, he ​enjoys spending time with his family on ​the water or on the golf cart, ​watching the Tar Heels play ​basketball, fishing, hunting, coaching ​his daughter’s soccer team, hiking in ​the mountains and attempting to stay ​in shape. He is originally from ​Lexington, NC and has lived in North ​Myrtle Beach since 2011.

Therefore it his overall focus that ​together, he and his clients create a ​Financial Safe Harbor where they can ​retire in safety and live worry free.

Ben lives with his wife Whitney, his two ​daughters Greer and Graylynn, and ​their lab Beau in North Myrtle Beach, ​SC. When he is not helping clients, he ​enjoys spending time with his family on ​the water or on the golf cart, ​watching the Tar Heels play ​basketball, fishing, hunting, coaching ​his daughter’s soccer team, hiking in ​the mountains and attempting to stay ​in shape. He is originally from ​Lexington, NC and has lived in North ​Myrtle Beach since 2011.

Specialized Areas of Experience:

Proprietary Roth Conversion Strategies

We can show you how to divorce the IRS from your ​retirement accounts without having to pay the IRS out of ​your own pocket. Unfortunately, we can’t always avoid ​taxes, but we can show you how to let someone else pay the ​taxes for you.

Wealth Protection Planning

Retirement doesn’t mean that it’s time to stop growing. ​Same holds true for your money. It should mean, however, ​that it’s time to stop taking unnecessary risk. We specialize in ​helping retirees protect their retirement assets while ​continuing to move forward.

Legacy Planning

Many of our clients want to leave a legacy for their children ​and grandchildren and are shocked to learn how easy it is to ​double, even triple their inheritance – TAX-FREE AND ​GUARANTEED! We also work with our clients and help them ​embrace their own mortality and be prepared for the loss of ​a spouse and the income burdens this can often create.

Retirement Income Maximization

Creating an income plan to last throughout retirement is ​perhaps the single most important challenge retirees will face. ​It’s very likely to spend 30 years or more living in retirement ​without earned income. We create a customized retirement ​income plan, encompassing all sources of income, for each ​one of our clients and no two plans are exactly alike. Let us ​get to work on a plan for you.