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

 

Garrett Freitag, Certified Financial PlannerTM, Chartered Financial Consultant®, and a Managing Partner of PRG works with clients to address their financial planning goals. Garrett is a graduate of North Dakota State University with a Bachelor’s degree in Business Administration with a focus on finance. Professional experience has facilitated the design of more than two thousand business and personal financial plans over the last twenty plus years.

Only Certified Financial PlannerTM professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

Following a client-centered process and working together, you will understand his services, compensation, and mutually define each of your responsibilities in the process. He will gather your documents and analyze the data to understand your current situation and design a plan to progress towards your desired goals. Together, you will review both the rationale and the plan to make informed decisions and revisions as needed. With a clear understanding of where you are and the path to get where you want to be, you will make any necessary adjustments and implement your plan. Your progress towards your goals will be benchmarked and adjustments, as needed, will be presented for your consideration.

Garrett and his family live in Minnetonka where they enjoy culinary experiences, fitness, scouts, sports, and faith formation. Connecting with friends, cabin season, and sports, especially NDSU teams, keep them active and involved.