Crestmark Wealth Group

Benjamin Batiste specializes in comprehensive wealth management services tailored to your unique goals. From personalized financial planning and retirement income strategies to estate planning, tax optimization, and risk management solutions-we help you build, preserve, and transfer wealth. Whether you're navigating a major life transition, planning for your family's future, or preparing for retirement, our customized investment and financial strategies offer clarity and confidence. Call me today for a wealth management consultation and take the first step toward lasting financial security.



Services:
Brokerage Services, Trust funding strategies, Asset Allocation and Diversification, Survivor income protection, asset allocation & diversification, Key person insurance (for business owners), Tax Reduction Strategies, Risk Management Planning, Retirement Income Planning, Estate tax minimization strategies, Disability and Extended Care Needs, 529 College Savings Plans, Employeer Benefits, Infinite Bank Strategy, Veterans-focused financial planning, Buy-sell agreements funding, Wealth transfer planning, Advisory Services, Life Insurance, Wealth Accumulation Strategies, Wealth Building and Retirement Planning, Flexible Premium Variable Annuities, Tax-efficient retirement withdrawal strategies, Business retirement plans (401(k), SEP, SIMPLE IRA, etc.), Cash Value Life Insurance Strategies, Business succession planning, Risk Diversification, Employee Benefits, Cash Flow and Budgeting Stratgeies, College Funding Strategies, Investment Strategies, IRA/Roth IRA rollovers and conversions, Asset and Liability Protection, Annuities, Social Security optimization, Executive compensation strategies, Comprehensive Financial Planning, Business Owner Planning, Mutual Funds, 401(k) and IRA Funding Options, Infinite Banking Concept, Survivorship / second-to-die policies, Investment Portfolio Management, Disability income insurance, Charitable giving planning, Individual Disability Insurance, Alternative Investment Strategies, Employee benefits solutions, Life insurance (Whole Life, Term Life, VUL, IUL), ETFs, Infinite Banking Concept (using cash value life insurance), Long-Term Care Insurance