BenFi @PerfectAdvisor
BenFi is a service designed to find the most perfect financial advisor for you, at this moment in your life. gobenfi.com Connecticut, USA Joined January 2019-
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We are very pleased to have contributed to this PBS article on the growing "Boommates" home sharing trend nextavenue.org/boommates-are-…
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We are excited that we are finally able to announce our rebranding!! MyPerfectFinancialAdvisor is now BenFi! This new name and website doubles-down on our entire mission to be "Investor-First". Gobenfi.com lnkd.in/eQZzmR4U
We appreciate Advisorpedia publishing our article on "time in the market" and why investors grapple with it advisorpedia.com/investor/the-h…
A big thank you to Advisorpedia for publishing our recent article on Living Wills advisorpedia.com/the-family-fin…
A big thank you to Advisorpedia for publishing the excellent piece by David Warshaw, CFP®,CHFC®,CLU® on My Perfect Financial Advisor regarding 22 questions about your 2022 tax extension filing! lnkd.in/e_ixnMyc
A very big THANK YOU to Advisorpedia for publishing our article on the coordination of financial planning of both the personal and business! lnkd.in/eVaqav-Z
Magnificent message on the power of words! lnkd.in/eJdgafxa
I recently commented on a Michael Kitces post about books he recommends, one on managing a professional services organization. It made me think of an article I wrote for The Street on the topic of why don't advisors track their tim…lnkd.in/gimWaJkJ lnkd.in/evPG6tw
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