Jeffrey Benson

IFW Financial Professional Jeffrey Benson IFW Financial Professional Jeffrey Benson
  • The Benson Group
  • New Mexico

Jeffrey Benson is the Owner and Founder of the Benson Agency Group. He began his career in the financial industry in 2019 with Symmetry Financial Group. While there, he was able to help thousands of families protect their mortgage, save for retirement, and get out of debt years sooner, than they had dreamed possible. Yet, he always felt that there had to be more he could be doing for his clients. In 2022, he met Rob Thomas, owner and founder of Water Rock Financial.

Rob used his 25 years of experience in the financial industry to teach Jeffrey how to truly protect families both in retirement and after they have passed. Jeffrey knew he had found the mentor he had been seeking. He now uses planning strategies that incorporate math and historical data to build plans that have the highest probability of success in both good and bad markets.

This new found strategy helps Jeffrey to develop plans that include a balance of risk reduction with growth, lifetime income you can never outlive, tax reduction strategies and legacy plans to optimize what you leave behind for your loved ones. This new and fresh approach takes all of your worry out of retirement, regardless of market changes and other variables that you cannot control. Thus allowing retirees to have a fulfilling and stress free retirement.


  • Retirement Income Specialist
  • Life, Accident & Health Licensed
  • Annuity & Long Term Care Licensed


  • Retirement Income Planning
  • Asset Maximization
  • Wealth Protection
  • Annuity Specialist

Jeffrey Benson

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