Tom Beno
Advanced Planning Consultant
Orchestrate Your Legacy
905 George St
De Pere, WI 54115, US
Professional Details
Thomas helps his clients prepare for the best retirement they can have. As co-author of the book ‘Orchestrate Your Legacy’, Thomas also works with business owners and professionals on legacy planning, tax reduction, and asset protection. He holds a BS in Finance from Montana State University, and has spent the last 20 years as a financial consultant. His broad experience includes lending, real estate, life insurance, and securities sales.
Areas of Expertise
- Insurance Agent
- Retirement Specialist
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’re entitled to.
$111,000 Average 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.
We first were introduced to Tom around 2008 when we were dealing with some serious real estate issues. He remembered us and reached back out in 2022, and we’ve been so grateful to work with him ever since! From setting up a Trust fund, an IUL, Money Max, estate advice for my mom after my dad passed, he has been a wonderful part of our lives and a financial guide through this meandering wilderness of options. Highly recommended!
We have worked with Tom for over 20 years now. He now shares his expertise with our grown adult kids who have needed long term goal advice. Tom has advised us over the years and given solid current planning and long term advice. He is a trusted adviser and friend. I would highly recommend him.
I have worked with Tom for the better part of two decades, from college planning all the way through retirement strategies. Tom has become a great friend and a trusted confidant/advisor. Alway professional, friendly and looking out for his clients.