With over 18 years of experience at Bridgeview Financial Partners, Ben Francis specializes in guiding clients through the complexities of retirement and distribution planning. A native of Chattanooga, Ben is an expert in Social Security strategies, Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), income maximization, tax management, long-term care planning, and other critical areas affecting retirees.
He works closely with clients to address unique challenges during the transition from accumulation to decumulation, providing ongoing reviews of Social Security, distribution planning, income generation, investment strategies, and risk management to ensure their financial well-being.
In addition to his client work, Ben is a highly regarded speaker known for his engaging presentations at private companies, public events, and conferences. His ability to simplify complex retirement topics into understandable and actionable insights has made him a favorite among audiences.
Ben holds a Master of Science in Financial Services from The American College and a Bachelor of Science in Accounting & Finance from the University of Tennessee at Chattanooga. His professional designations include CFP® (Certified Financial Planner™), RICP® (Retirement Income Certified Professional), WMCP® (Wealth Management Certified Professional), ChFC® (Chartered Financial Consultant), and CLU® (Chartered Life Underwriter). He is also licensed with Series 7, 6, and 63.