Ben Beshear, CFP®, CLTC, AWMA®
Wealth Management Advisor


Beshear Financial

Professional

I joined Northwestern Mutual as an intern in 1999.  In 2001, I graduated from Miami University and began full-time at Northwestern Mutual.  Beshear Financial was then created in 2005 with the purpose of bringing a team of experts together to better serve a growing client base.

As an advisor, I work mainly with physicians, business owners, and executives who are primarily entering or currently in retirement.

Areas of expertise include:

  • Planning with executive stock options & RSU's
  • Charitable giving techniques and strategy
  • Portfolio construction
  • Distribution and tax strategies in retirement
  • Business planning for closely held businesses

I have been honored as one of the top 20 advisors with Northwestern Mutual in America.  And was also a qualifying member of MDRT from 2002 to 2011, and a qualifying/life member from 2012-2016. 

I became certified in Long-term Care (CLTC) in 2006, and an Accredited Wealth Management Advisor (AWMA) in 2010.  I also became a Certified Financial Planner (CFP) in 2012.
 

 

 

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