ABOUT

About

Hi, I'm Tom Beno

“Each player in the orchestra pays rapt attention to the conductor. At the beckoning of his baton, the string section and the woodwinds, the brass and the percussion are ready to join in perfect harmony. Without him, the performance would fall apart in discord. And why so? The conductor didn’t write the score. Even if he is able to play any of those instruments, he is probably not the best. But he has a perspective that the musicians lack from their positions of expertise in the ensemble. The conductor understands where the whole piece needs to go. He knows how all the instruments need to blend in rhythm and tempo for best effect. He coordinates the specialists and brings in whoever is needed at just the right time. It is a role that we certainly understand, though we are conductors of your money and legacy, not music.”


This is Tom’s philosophy, he has put together the finest team of experts that play their

instruments very well. Coordinating the whole team to bring about the optimal solution for the client is what drives Tom’s whole business model. The key is finding the experts who are team players, and then introducing them to the process at just the right time.

Tom has spent years finding those missing experts to be part of his team.

When a client finishes Tom’s LegacyBuilder process, they know they have a holistic

solution.


In the last 23 years, Tom has worked in almost every corner of the financial industry. He is a master educator and people connector. He has worked in banking, offshore asset protection, mortgage lending, securities sales, life and disability insurance sales and design, and retirement planning. Since much of this work starts with tax planning, Tom has expanded his team with a nationally renowned group of CPAs and Tax Attorneys focused on Proactive Tax Planning yielding huge savings for business

owners.


Tom holds a BS in Finance from Montana State University, and is co-author of the

book “Orchestrate Your Legacy”. Legacy planning entails long-term tax planning

and asset protection for the immediate and extended family.

It all starts with an initial phone call and a few questions.

Contact Us

Grow, Access & Protect Your Wealth

Tax-Advantaged

Schedule

Our Company Values


If you are looking for financial advice, we understand that you have many options.  We strive to earn your relationship throughout our planning process. 


  • Expertise – We are experts in our field.  It is our mission to help you create a safe and predictable retirement income strategy.


  • Integrity  –  Our promise it to always work in the best interest of our clients.  We hold ourselves to the highest standard of integrity.


  • Process – We have a process that we follow with every valued client. 


  • Service - We constantly strive to provide a great client experience and go out of our way to go above your expectations.


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