Bengala and Tingen

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Jim Bengala

Jim Bengala

Financial Advisor

Visit Jim Bengala's website
Lee Tingen

Lee Tingen

Financial Advisor

Visit Lee Tingen's website

Team

Mary Adams

Financial Planning Assistant

Roles & Responsibilities

  • Greenville Office
View more

Jennifer Rivera

Financial Planning Assistant

Roles & Responsibilities

  • Greenville Office
View more

Kathy Gargone

Financial Planning Assistant

Roles & Responsibilities

  • Morehead City Office
View more