Preferred Resource Group (PRG)

CONNECT

Address:

PRG - MAPLE GROVE
7224 Forestview Lane North
Maple Grove , MN 55369
Phone:  763.390-8300
Fax:  763.390-8301

PRG - SHOREVIEW
500 West Highway 96, Suite 300
Shoreview , MN 55126
Phone:  651-426-1694
Fax:  651-789-1074

PRG -GOLDEN VALLEY
4959 Olson Memorial Highway, Suite A
Golden Valley , MN 55422
Phone:  763-545-3501
Fax:  763-450-3007

Phone:

PRG - Maple Grove

JONATHAN D. BENGE, CRPC®
President & CEO, Managing Partner and LPL Investment Advisor Representative

Jonathan.Benge@PRGfinancial.com

Jonathan Benge, Chartered Retirement Planning Counselor
 SM, 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 experience 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.

 

CRPC® & CHARTERED RETIREMENT PLANNING COUSELOR SM 
are registered service marks of the 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.