Helping successful people become more successful, financially
The Benefit Institute is a non-fee financial counseling group that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for financial future. Our services are always tailored to your unique needs. We provide estate planning, budgeting (everything starts with the budget), college planning, retirement planning, and tax planning. Our non-fee approach allows us to serve you without compromise. Our reward is satisfied clients!
Our Commitment
At the Benefit Institute, we treat our clients with courtesy and integrity. We guarantee realistic and honest financial advice that achieves results. Let us assist you on a course to financial freedom. Our years of experience and notable expertise will help you create your new financial future.
Our goal is for a consistent track record of uncompromising ethics in order to instill confidence and trust in our clients. Our non-fee planning allows us more freedom to work with our clients on multiple items and allows them to dove-tail their financial plans in a myriad of different directions rather than limiting them to just one.
Every persons needs are different and have specialized needs and wants for their money. Let us discuss with you what you would like to do with your financial future and how we can help to make that a financial reality! Let us contact you for a free and easy evaluation! Let's see what we can do for you!
What is the Benefit Institute?
We believe the financial world is quite complex and difficult to manage alone. We are the professional financial counseling assistance that turns financially complex ideas and strategies into financial knowledge that is easily accessible and understandable.
Our Philosophy
We believe that all people have the problem of how, when and where to invest their savings, and that the common denominator in all cases is the need for Balanced Financial Counseling.
We believe that all people have an Estate, and that all people require Estate Planning. In this regard, they are entitled to sound recommendations from qualified people.
We believe that independent business people have the right to the best advice and help in the Conservation and distribution of the money and property they spend a lifetime accumulating.
Our institute is in the business of providing financial services; we work extensively with Trust Officers, CPA's and Attorneys, frequently playing a key role in finding solutions to our clients' tax and estate problems and in taking advantage of their existing financial opportunities.
Who We Are...
Wayne J. Ronsman CLU
With over 40 years experience in the financial business, Wayne has built a repertoire of financial counseling experience. In 1968 Wayne joined up with Mutual Benefit Life in order to bring to many individuals his financial advice. He left in the 1992 to embark on his own to form Ronsman & Associates, he took with him a very loyal clientèle base. The Institute is a long time member of the Better Business Bureau and Chamber of Commerce. He is the founder, CEO and President of the Benefit Institute.
"We are committed to providing you with the best possible financial service possible."