PRG - Maple Grove

JONATHAN D. BENGE, CRPC®
Managing Partner
LPL 
Investment Advisor Representative

Jonathan.Benge@PRGfinancial.com

Jonathan Benge is a Chartered Retirement Planning Counselor
 SM, LPL Investment Advisor Representative, and Managing Partner of Preferred Resource Group based in the Twin Cities of Minneapolis/Saint Paul. Graduating from North Dakota State University (NDSU) in 1996 with a BS degree, Jonathan and other NDSU alumni collaborated and established Preferred Resource Group before moving PRG to the Twin Cities in 2000.

With over 19 years of experience, Jonathan's focus is working with retirees and pre-retirees and their families who desire planning for a smooth transition to retirement. By reviewing where you are at financially and where you would like to be, a unique plan is created. Each family and situation is unique and so are their investment and lifestyle retirement goals. Utilizing a client-centric process we will work together to determine your retirement needs for your lifestyle goals. 

Focusing on your retirement objectives and lifestyle goals, the benefits of the vast number of opportunities available to you will be reviewed. Whether seeking assistance in discovering strategies to potentially decrease income tax liability, maximize social security, and/or estate preservation strategies, Jonathan educates his clients with regard to the tax advantages and consequences of various concepts as well as working with your tax professional and/or legal counsel to implement your plan. 

 

CRPC® & CHARTERED RETIREMENT PLANNING COUSELOR SM 
are registered service marks of the College for Financial Planning®.

Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.


 

  

GARRETT P. FREITAG, CFP®, ChFC®

 Managing Partner 

 LPL Investment Advisor Representative


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.

Garrett is a graduate of North Dakota State University with a Bachelor’s degree in Business Administration with a focus on finance.  Focused experience has allowed the design of more than two thousand business and personal financial plans over the last twenty years. His professional planning experience includes years of study, practical application, and efficient planning on behalf of clients.