Richard Benson is a 23 year resident and businessman in the greater Tulsa / Broken Arrow area.
Beginning his career in Financial services in 1996, Richard’s experience ranges from insurance and estate planning, to wealth management, business planning and individual retirement planning. Richard is a Certified Wealth Strategist® professional, as well as a Certified Federal Benefit Advisor.
Richard has also served as a Dave Ramsey SmartVestor Pro for the greater Tulsa area.
Richard is a graduate of Iowa State University with a B.S. in Agriculture Education. He and his wife, Denise, have been married 47 years, with three children and four grandchildren. Richard and Denise attend Christian Chapel in Tulsa.
Richard’s strength is building strong relationships with his clients, and listening to their goals and needs.
He designs each client’s plan to fulfill those goals.
“My mission is to do all I can to help each individual achieve a retirement that is both secure and happy!”
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Cetera and are not sponsored or endorsed by Cetera.