Benjamin Rovee

About Benjamin Rovee

Building personal wealth and financial security is both an art and a science. To be successful, one must use a variety of skills in planning the outcome, implementing the plan and controlling the desired results. Coordinating these three steps is an ongoing and ever-changing process due to the variations in the economic circumstances surrounding one\'s life. At Strategic Financial Designs, our goal is to provide a more efficient and cost effective approach to building wealth. We use a macro-financial process that focuses on your total financial picture. We call this macro-financial process of strategic wealth building the Lifetime Economic Acceleration ProcessTM. This process focuses on the strategic positioning and movement of your money. It seeks to improve the effectiveness of your money over time. The PS & G Model® is a unique and powerful tool for analyzing your present financial situation and developing a new and more dynamic approach. Through the use of the PS & G Model, opportunities for the generation of increased wealth may be possible. The goal is to help you achieve additional benefits in the area of wealth building, tax savings, and improved protection management for a more enjoyable financial life. Our mission is to provide excellence in service and innovative strategic financial designs in helping people reach their full financial potential in the creation, maximization, enjoyment and protection of their wealth. We do this by advocating for informed financial decisions which reflect their value system, love of family, and commitment to their community. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA / SIPC 80••••••37, Strategic Financial Designs is unaffiliated with HTK. LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS & G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners. 84•••44RG_Oct27

Experience

1. Founding Partner

   Strategic Financial Designs

   Jul 2004 — Present · Pittsburgh, PA, US

   Ben has been working with people to improve their financial lives since 1995. His mission is to educate and coach clients on how economics can measure and verify their financial decisions. His strategic financial process empowers clients to make verifiable, well coordinated, and educated decisions in all areas of their financial life, in order to provide for the maximum wealth accumulation and protection.

Education

• University of Pittsburgh Katz Graduate School of Business

  Master of Business Administration (MBA)

  1994 — 1995

Skills

• Asset Allocation
• Estate Planning
• Securities
• Insurance
• Wealth
• Asset Management
• 401k
• Life Insurance
• Multi-Generational Wealth Transfer
• Retirement Planning
• 401k Rollovers
• Disability Insurance
• Financial Services
• Charitable Gift Planning
• Investment Advisory
• Retirement
• Investments
• Long-Term Care
• Iras
• Wealth Accumulation
• Strategic Financial Planning
• Term Life Insurance
• Alternative Investments
• Variable Annuities
• Fixed Annuities
• Mutual Funds
• Risk Management Strategies
• Wealth Management
• Wealth Management Services
• College Savings Plans
• Financial Planners
• Long Term Care Insurance
• Portfolio Management
• Finance