Benjamin J Bunfill, CLU®, ChFC®, CFP®, RICP®
Wealth Management Advisor


Bunfill Wealth Management

Our Mission

To build lasting, meaningful relationships with our clients, helping to create, implement and maintain focus on a financial plan which is specifically tailored to their most important personal, professional and financial goals.

Our Process

We work with you, creating a comprehensive financial plan that accurately portrays where you are now and where you want to go.

We bring strategic financial solutions through partnership with leading investment and insurance companies like Northwestern Mutual Wealth Management Company LLC & Northwestern Mutual Life.

We build strong relationships with other advisors in our industry to gain expertise in areas such as advanced business planning, complex tax and estate planning needs.

We bring alignment to your plan through consistent communication with other trusted advisors that you have.

 

Our Values

Family    -   Passion   -   Growth    -    Faith

 

Our Commitment

The following is what you can expect when working with our team…

A Personalized Onboarding Experience, through a customized orientation process, outside account aggregation and account transitions.

Exceptional Customer Service through timely, confidential communication and 24/7 online account access.

Financial Plan Updates through regular annual reviews using a holistic view, including outside assets/investments, timely market updates and life event adjustments.

Thoughtful Leadership through monthly e-newsletters, educational white papers and articles.

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck