We Help People Be Smart and Strategic with their Money
We help individuals with:
Knowing When It’s Right to Retire
Retirement Income Planning / Social Security Decisions
Tax Planning & Strategy
Investment Selection & Management
Financial Planning & Decisions
Insurance Considerations
We help companies with:
Retirement Plan Setup and Consulting
Employee Financial Wellness
Maximizing Owner and Partner Deferral Contributions
Ben DeFoor, EA, CRPS was born and raised in the middle Tennessee area. Ben started his career with a business degree from Lipscomb University. After working in various management and business consulting positions, he eventually started his own mobile application business that he sold years later. Ben took care of his own taxes and investment accounts exclusively by himself through most of his career. The idea of offering Taxes and Investments –all in one place – as a business slowly grew until it blossomed. With encouragement from friends and family, Ben started Soar Financial. Ben has been offering Investing & Tax services since 2014. Ben is an Enrolled Agent with the IRS, holds 4 securities licenses for Investing(Series 7, Series 6, Series 63, and Series 65), and has his Life and Health Insurance licenses Ben is the author of Long Term Care Insurance Made Simple, located on amazon.com and audible.com. Ben takes pride in helping his clients feel confident with their financial decisions.
When Ben is not enjoying musicals and improv comedy, he is probably traveling with his wife Jessi. One of Ben’s hobbies is learning about Bitcoin and Blockchain technology. Ben and Jessi have been married for 11 years and have a son Huckston and a daughter Evalyn.
“I’d be happy to sit down with you sometime to help you with your portfolio and retirement situation. It’s my passion to help people be smart with their money and pay minimal taxes.”
Please give me a call or fill out our contact form to discuss your situation.
