Ben Francis, CFP®, RICP®, MSFS, WMCP®, ChFC®, CLU®, RSSA
Bridgeview Financial Partners
Bridgeview Financial Partners/Northwestern Mutual
633 Chestnut St Ste 1100
Chattanooga, TN 37450, US
Professional Profile
Ben works with his team to address the specific challenges that arise leading up to, during, and after the transition from accumulation into the decumulation phase of life. Social Security, distribution planning, income generation, investment strategies, and risk management are some of the areas he reviews with clients on an ongoing basis.
Ben brings a great deal of experience with a Master of Science in Financial Services from The American College and a Bachelor of Science in Accounting & Finance from UT-Chattanooga. Ben holds the following designations in the financial industry: CERTIFIED FINANCIAL PLANNER™ professional certification, CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) , WMCP® (Wealth Management Certified Professional), RICP® (Retirement Income Certified Professional), and RSSA (Registered Social Security Analysist), & the Series 7, 6, and 63 licenses.
Ben enjoys traveling the world in his spare time having to been to over 40 countries and every continent, including Antarctica.
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
