Wealth Management

Personal Financial Planning

RSB Wealth Management provides personalized financial planning, including a wide range of investment and insurance solutions, to individuals, businesses, and not-for-profit organizations. From 401(k) rollovers, to education funding, to life insurance and long-term care management, our team of professionals will give you the advice you need to make informed decisions about your investments. We act as fiduciaries in the advice we give to our clients, meaning we put their best interest before our own.

We offer a free initial consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.

Wealth Management Services

We can help our clients with:

  • 401(k) Rollovers
  • Traditional and Roth IRAs
  • Educational Savings Accounts
  • Employer-Sponsored Retirement Plans
  • Stocks, Bonds, Mutual Funds, Annuities
  • Long-Term Care and Life Insurance
  • Investment Advisory Services
  • Charitable Giving Services
  • So much more!

We offer a wide range of products, including:

  • Stocks
  • Mutual Funds
  • Bonds
  • Annuities
  • CDs
  • Money Market Accounts
  • Life Insurance
  • Long-term Care Insurance
  • Disability Income Insurance

Meet Wealth Advisor Eric Benes

Eric Benes is passionate about creating long-term relationships with his clients. He enjoys working together to create and enact a holistic financial plan for each individual, family, or business, and then being able to watch over time as that plan enables them to achieve their goals. Making a positive impact on clients' lives is a driving force for Eric.

Eric is a graduate of Northwestern University with a Bachelor's Degree in Political Science and International Studies. He currently holds his FINRA Series 7, 63, and 65 licenses, as well as his state life and health insurance licenses.  

A native of Eureka, Eric now lives in Metamora with his wife, Francesca, and their son, Henry, and daughter, Cordeaux. They have four cats and one dog. Eric serves as an Ambassador for the Washington Chamber of Commerce.

Call Eric at (800) 846-8676 or by email at ebenes@midwesternsecurities.com. You can also meet with Eric by appointment at our offices. He looks forward to getting to know you and your financial goals.

Disclosures

RSB Wealth Management is a division of Rushville State Bank (RSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and RSB are not affiliated. Information provided by Registered Representatives of MSTC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.

Check the background of this financial professional on FINRA's BrokerCheck.

 

Contact Eric today to schedule your free consultation at 800-846-8676 or ebenes@midwesternsecurities.com. (Do not send confidential or personal financial information through this email)

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