Ben Lipschitz, CFP®, ChFC®, CLU®
Founder and Owner
My journey into financial planning began unexpectedly during my teenage years. Working part-time in retail, I discovered a deep satisfaction in helping people find solutions to their needs. It was more than just a job; it was an early lesson in the importance of providing genuine assistance.
Growing up in Brooklyn, NY, in a lower-income middle-class family, I saw firsthand how financial struggles could impact family relationships. Money was always tight, and I realized early on how crucial financial stability is for a harmonious family life. This realization became even more poignant as I watched my parents struggle financially as they neared retirement. It was a wake-up call for me, highlighting the importance of planning ahead to protect my own family’s future.
After having my first child, I transitioned into financial planning. Helping bring clarity and direction to my clients is what makes this work so meaningful to me. Many of them have aspirations but are unsure how to achieve them or even if they can. Seeing my clients reach their goals and live their dreams is incredibly fulfilling and why I love what I do.
I am happily married for 47 years, and together with my spouse, we have raised four wonderful children, all now married, and we are blessed with a bunch of grandchildren. Family is at the core of my life, and it drives my passion for helping others secure their financial futures.
When I am not working, you will likely find me at a Yankee game or engrossed in a historical non-fiction book. I also love traveling and exploring new places.