J Benjamin Financial

J Benjamin Financial is a financial planner in Mt Pleasant, SC. The firm specializes in delivering personalized financial services to help individuals and families organize and strategize their financial futures. Established in 2016, the business draws on over 13 years of industry experience and has grown through referrals and trusted relationships. Its mission is to provide tailored solutions that align with unique goals, supported by innovative strategies and a commitment to integrity. The firm offers services including Advice On Demand, Ongoing Advice, and a dedicated Client Portal.

The firm’s approach centers on financial organization, addressing common issues such as accounts spread across institutions, investments that have not been reviewed in years, old insurance policies, and uncertain retirement projections. A structured financial organization plan is built around five essential areas: Cash Flow Clarity, Investment Alignment, Risk Management, Tax Strategy, and Estate Planning. This framework helps clients understand where their money is going, ensure their portfolio reflects their timeline and risk tolerance, review insurance coverage, coordinate tax strategies, and align core documents and beneficiary designations. The team includes Jan Kuha, AWMA®, AIF®, the Founder; Jessi Geraci, Client Service Specialist; and Todd Fisher, Investment Advisor and CPA. The firm emphasizes transparency in communications and fees, reliability in following through on commitments, and adherence to a strong code of personal morals and business ethics.

The office is located at 757 Johnnie Dodds Blvd Suite 101. It sits on Johnnie Dodds Boulevard, about a tenth of a mile from the highway. The area includes the Bay Tree neighborhood, The I'On Club, the I'On Aquatic Center, the I'On Community Garden, and Creekside Park, all within a short distance of the office.

J Benjamin Financial holds a rating of 5.00 based on 1 review. The firm is known for its positive customer feedback and its focus on helping clients feel financially organized.

With its specialized focus on financial organization and its team of credentialed advisors, J Benjamin Financial serves as a dedicated resource for individuals and families in Mt Pleasant seeking clarity and control over their financial lives.

Services:

• Advice On Demand
• Business Planning
• Investment Management
• Ongoing Advice
• Retirement Planning