Passionate About Providing Exceptional
Advice With Quality, Caring Service
John Benton founded Chartered Financial Services in 1986 with a mission to serve clients diligently and improve their lives. The agency has grown from a solo-advisor practice to a team of tight knit professionals who are focused on driving clients through a discovery process for strategic financial, retirement and protection planning. Using the full spectrum of insurance, investments and financial services, strategies are implemented to achieve objectives. John manages the practice and focuses on effective protection and legacy planning for their clients.
John’s wife and business partner, Nina Benton, a CERTIFIED FINANCIAL PLANNER™, leads the financial planning and investment management teams. Nina began her career in the financial services industry in 1997. She has extensive experience and training in the field of financial planning. Specializing in working with highly compensated corporate executives with complex compensation plans, her clients benefit from her thoughtful care in dealing with sensitive matters, while developing and achieving desired goals. Nina, influenced by her first career as an Advanced Practice Nurse, focuses on helping clients lead the fullest life possible with the financial resources available by developing a plan for growing, protecting and distributing assets in the most efficient way possible.
John and Nina’s two daughters, Emily and Sara, are also members of the Chartered Financial Services team and are CERTIFIED FINANCIAL PLANNERS™. Sara focuses on financial planning and investment management with Nina while also focusing on insurance protection strategies with John. Emily assists John in running the practice and carrying out the vision along with helping walk clients through their implementation process. Together, they all coordinate their clients’ strategies with a holistic plan.
Our Commitment to You
Chartered Financial Services will work with you and your other advisors to formulate a detailed financial plan that is tailored to your needs. Our process is designed to bring clarity to your personal finances and help you understand how your decisions can impact your family and your future, and a detailed financial plan will be created with strategies and recommendations to help you accomplish your goals.
Planning focuses on identifying what is most important to you and finding ways to paint the financial picture for the future you desire. We will be by your side through every season of life, coordinating every aspect of your financial world and helping you accomplish your dreams.