Ben started Conner Financial in 2015 when he transitioned from commercial real estate into the financial world with a desire to protect client’s investments from financial catastrophe. To date, Ben has helped clients shelter tens of millions in assets from the unexpected market events that can negatively affect and even devastate portfolios, especially in retirement. Ben has three main areas of fo
cus, he utilizes industry leading wealth protection strategies to be sure that if the market corrects or crashes, that his client’s portfolios are minimally affected, he helps ensure that his clients don’t run out of money during retirement, and he also works to help clients create tax advantaged legacy plans so that they can still have a positive effect on their loved ones and/or causes dear to them even after they have passed. He believes that once you have survived the storms of life and are nearing retirement, that you should seek out shelter and safety for the wealth that has been accumulated throughout one’s life. Therefore it his overall focus that together, he and his clients create a Financial Safe Harbor where they can retire safely and live worry free. Ben lives with his wife Whitney, two young daughters Greer and Graylynn, and their lab Beau in North Myrtle Beach, SC. When he is not helping clients, he enjoys spending time with his family on the water or on the golf cart, watching the Tar Heels play basketball, fishing, hunting, and attempting to stay in shape. He is originally from Lexington, NC and has lived in North Myrtle Beach since 2011.