Bengala and Tingen

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jim Bengala

Jim Bengala

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jim Bengala's website
Lee Tingen

Lee Tingen

CRPC®

Financial Advisor

Visit Lee Tingen's website

Team

Mary Adams

Financial Planning Assistant

Roles & Responsibilities

  • Greenville Office
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Jennifer Rivera

Financial Planning Assistant

Roles & Responsibilities

  • Greenville Office
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Kathy Gargone

Financial Planning Assistant

Roles & Responsibilities

  • Morehead City Office
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