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Benjamin Batiste - Financial Services Professional
7141 Windwood Way Parker, CO, 80134
Last time updated: 12/16/25, 6:47 PM
About
Benjamin Batiste specializes in comprehensive wealth management services tailored to your unique goals. From personalized financial planning and retirement income strategies to estate planning, tax optimization, and risk management solutions-we help you build, preserve, and transfer wealth. Whether you're navigating a major life transition, planning for your family's future, or preparing for retirement, our customized investment and financial strategies offer clarity and confidence. Call me today for a wealth management consultation and take the first step toward lasting financial security. Licensed in Colorado, Washington, California, Texas, Massachusetts, Louisiana, Tennessee, Virginia.
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Frequently Asked Questions
Which days is Benjamin Batiste - Financial Services Professional open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Benjamin Batiste - Financial Services Professional main services?
Risk Diversification, 401(k) and IRA Funding Options, Investment Strategies, Wealth Building and Retirement Planning, Disability and Extended Care Needs, Asset and Liability Protection, Life Insurance, Annuities, Long-Term Care Insurance, Individual Disability Insurance, Mutual Funds, ETFs, 529 College Savings Plans, Advisory Services, Infinite Bank Strategy, Employee Benefits, Employeer Benefits, Business Owner Planning, Alternative Investment Strategies, Cash Value Life Insurance Strategies, Comprehensive Financial Planning, Retirement Income Planning, College Funding Strategies, Cash Flow and Budgeting Stratgeies, Tax Reduction Strategies, Risk Management Planning, Investment Portfolio Management, Asset Allocation and Diversification, Flexible Premium Variable Annuities, Brokerage Services, Wealth Accumulation Strategies, asset allocation & diversification, Life insurance (Whole Life, Term Life, VUL, IUL), Disability income insurance, Survivorship / second-to-die policies, Key person insurance (for business owners), Business succession planning, Buy-sell agreements funding, Executive compensation strategies, Employee benefits solutions, Business retirement plans (401(k), SEP, SIMPLE IRA, etc.), Estate tax minimization strategies, Trust funding strategies, Charitable giving planning, Wealth transfer planning, Survivor income protection, Infinite Banking Concept, Infinite Banking Concept (using cash value life insurance), Veterans-focused financial planning, Tax-efficient retirement withdrawal strategies, Social Security optimization, IRA/Roth IRA rollovers and conversions.
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