Welcome to Benefield Financial


We are a full service financial advisory firm that specializes in retirement planning and estate conservation.  As personal financial professionals, we can: 

  • Help you clarify and define your goals;
  • Recommend solutions that fit your needs;
  • Explain how changing financial conditions affect you;
  • Monitor your financial progress; and
  • Make investment planning easier. 

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 

If you have any questions, please call us at 317-887-0040 or e-mail us at mabenefield@trustmontgroup.com. We look forward to talking with you.