Work & Career
Ben ran around lined fields for this first job
What is a soccer referee?
This is the name of the firm Ben works at now
What is Cornerstone Strategic Wealth Management?
This type of account allows a person to invest post-tax dollars today for tax-free income in retirement
What is a Roth IRA?
These people focus on your health
Who are doctors? (or nurses)
This "Rule" defines how long it takes for your investment to double its worth
What is the Rule of 72?
This college job let me hang out with Kenny Chesney, Dave Matthews Band, and Jimmy Buffett
What is guest services at Deer Creek Music Center?
While HHI is our vacation office, our home branch is in which Illinois city?
Where is Peoria?
These are investment plans provided by employers to eligible employees
What are Employer Sponsored Retirement Plans?
They instruct and educate our children
Who are teachers?
This "Rule" defines how long it takes for your investment to triple its worth
What is the Rule of 114?
In 2011 Ben won the HHI Assistant Professional of the Year award while working at this Lowcountry golf course
Where is Harbour Town Golf Links?
This is the name of the partner at the HHI location
Who is Nathan Kunkle?
A special type of taxable account, this account avoids state income tax on withdrawals for education expenses
What is a 529 plan?
Based on the evidence in our group, these professionals only wear dark pants and a blue dress shirt
Who are lawyers?
This "Rule" gives you an idea of the ideal weight percentage for equities in your portfolio
What is the Rule of 120?
This worldwide event helped expedite Ben's career transition
What is COVID-19?
This banking institution provides our financial network support
Who is Wells Fargo?
Whether it's a retirement or retail investment account, these accounts are client-driven with guidance and advice from your financial advisor
What are advisory accounts?
These people own businesses and want to provide a retirement program to employees
Who are business owners?
This "Rule" defines how much of your investment you can live off of without going broke
The SIE, Series 7 and Series 66 Exams were all necessary licensing exams Ben needed for this job
What is a financial advisor?
Unlike many financial firms, being an independent firm allows us to avoid these
What are sales quotas?
We meet to talk about your hopes and dreams. Our team draws a map on how to fund your path from today to tomorrow.
What is goals-based financial planning?
These people have moved and relocated away from a previous financial advisor
Who are people new to the area? (Or second home owners...Or retirees)
This "Rule" is the general budgeting rule of thumb between spending and saving/investing
What is the 80/20 Rule?