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Getting Your Financial Health in Order
| Special Advertising Section |
Ben Wright, CFP®, CRPC®, CRPS®
Vice President | Financial Advisor | Wealth Management
1111 Military Cutoff Road, Wilmington
(910) 509-1122, benjamin.wright@mssb.com, www.morganstanley.com/fa/benjamin.wright
Most people don’t plan to fail in
www.wrightsvillebeachmagazine.com WBM
retirement, they fail to plan for
retirement.”
According to Ben Wright, retirement
planning is important for everyone. As Vice
President/Financial Advisor at Morgan
Stanley Smith Barney, Ben Wright’s practice
helps clients realize that it’s never too late to
plan for retirement.
As a retirement-focused advisor with more
than ten years of experience, Wright helps
clients zero-in on the critical period right
before and after retirement. He maintains
three distinct, but complimentary,
professional designations: CERTIFIED
FINANCIAL PLANNERTm, Chartered
Retirement Planning CounselorSm and the
Chartered Retirement Plans SpecialistSm.
Several questions often arise during retirement
planning: Where is your “retirement
income check” going to come from? Are
your assets properly invested to help you
reach your goals? When should you start
collecting Social Security benefits? Ben
Wright excels at providing a course of action
for those who may not be totally confident
in the direction that their retirement is
headed.
“While lots of people know they need to
invest, they often forget why,” Wright says.
“It’s all about maintaining purchasing power
in the face of taxes, inflation and longevity.”
Additionally, he helps clients optimize
their assets and liabilities in anticipation of
living longer in retirement than they ever
imagined.
Ben’s ability to address his clients’ individual
financial needs by utilizing only high
quality products and services makes working
at Morgan Stanley Smith Barney a good
fit. His firm has been in business for more
than 130 years which contributes to his
reputation for providing steadfast advice and
skilled investment evaluation.
Wright has lived in Wilmington for 15
years. He and his wife, Amy, have four
children ages two, seven, 11 and 13. “We
spend most of our spare time chasing our
children and catching our breath,” Wright
says. “We love it and wouldn’t have it any
other way.”
Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Smith Barney Financial Advisors or Private Wealth Advisors do
not provide tax or legal advice. This material was not intended or written to be used for the purpose of avoiding tax penalties that may be imposed on the taxpayer. Individuals
are urged to consult their personal tax or legal advisors to understand the tax and related consequences of any actions or investments described herein.
Morgan Stanley Smith Barney LLC. Member SIPC.