Invest Like a Boss
Benjamins Money can help customize your financial goals and
optimize your investment resources to achieve your goals.
Take a disciplined approach and use the same processes wealthy families and multibillion
-dollar college endowments have used for decades to consistently grow their investments.
The Approach
Wealthy families, wealthy individuals, and the largest US college endowments have had access to the best investment advisors, exclusive investment managers, and investment processes and tools to manage large portfolios.
They have used these expert advisors for decades to build and preserve wealth for multiple generations.
Now it’s your turn!
Customize your financial goals and optimize your
investment resources to achieve your goals
Growth of $1,500 saved monthly at investment rate of 9% compounded monthly
*You should consider performance calculations in light of relevant market and economic conditions. These projections assume an annual rate of return
of 9% per year compounded monthly invested in a balanced portfolio of stocks, bonds, and cash.
Past performance is no guarantee of future results.
Put your monthly savings on Autopilot with Benjamins Money
Benjamins Money builds custom investment portfolios and offers investment advice
that can help you grow your assets over the long term.
When considering risky investment opportunities, take small bets (less than 10% of your net worth) with money you can afford to lose.
If you are averse to risk, earning consistent “singles and doubles” on your investments can be a winning approach. As you get wealthier and build up your assets, you don’t need home runs to continue winning.
Jean Jacques Borno, CFP®, CIMA®
Benjamins Money, Founder and CEO
Let’s Get Started
01
Clarify and prioritize your financial goals
02
Assess how much is your tolerance for risk
03
Set a definite time frame for each goal
Dreams without goals are just dreams. On the road to achieving your
dreams, you must apply discipline, but most important, consistency.
~Denzel Washington
The Benjamins Money Five-Step Wealth Management/ Accumulation Process TM
At Benjamins Money we help you organize your income and funds for to maximize benefit.
Establish
your most important financial goals on Benjamins Money
Quantify
how much your goals cost and when you want to achieve your goals
Optimize
your financial resources to accelerate your path towards goal
Implement
your action plan to save monthly to automate your savings plan
Review
your goal progress and make adjustments when needed
Start Your Investment Journey Today!
Start by filling out our simple and secure Account Setup form in just 10 mins. This will help us tailor an investment plan that suits your goals and preferences.
