PRG - Maple Grove

JONATHAN D. BENGE
President & CEO, Managing Partner

Investment Advisor Representative, NPC

Jonathan.Benge@PRGfinancial.com

Jonathan Benge is a financial advisor and is President/CEO and a Managing Partner of Preferred Resource Group based in the Twin Cities of Minneapolis/Saint Paul.  Jonathan has developed a specialty in working with retirees and those about to retire who want to protect their principal and ensure that their money lasts. Jonathan and Preferred Resource Group have created and currently host retirement symposiums widely attended by seniors in the metro area. Jonathan’s awareness of, and focus on, the needs of the individual truly encompasses the needs of the individual balanced with their desires to maintain that which they have earned throughout a lifetime of earning and assisting them as they transition from the accumulation phase of life into a smooth transition towards financial independence.

Jonathan’s practice focuses on helping pre-retirees and retirees make sound financial decisions and avoid the most common financial mistakes. Far too frequently, the single missing component as individuals move towards retirement is a complete, comprehensive plan. While thinking about retirement, Jonathan guides his clients and highlights the benefits of the vast number of opportunities available to them. Whether it is assisting clients discover ways to potentially decrease their income taxes, their taxes on social security, and/or protecting their estates from estate taxes, Jonathan educates his clients with regard to the tax advantages using various concepts.

 

 

 

  

 GARRETT P. FREITAG, CFP®, ChFC®

 Managing Partner 

 Investment Advisor Representative, NPC


Garrett.Freitag@PRGfinancial.com

 

Mr. Freitag, CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant®, and a Managing Partner of PRG serves as the firm’s case design analyst providing the analytical services required in the preparation and review of integrated financial plans.

Mr. Freitag is a graduate of North Dakota State University with a Bachelor’s degree in Business Administration with a focus on finance.  Focused specialization has allowed the design of more than two thousand business and personal financial plans over the last fifteen years. His professional planning experience includes years of study, practical application, and efficient planning on behalf of clients. The unique plans created for each client integrate the client's goal(s), the insight of their client-advisor, and the available options to meet their objectives.