Phone: 920-250-7220
Protective Financial Services
Professional Medicaid Planning, Retirement & Estate Planning Solutions
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Who We Are
Protective Financial Services is a team of professionals dedicated to helping our clients live a more financially secure life, while protecting their financial legacy. Jasen Benton, owner of Protective Financial Services, is a Financial Planner and Certified Medicaid Planner who specializes in Retirement planning, Estate planning & Medicaid planning as well as crisis management assistance. Jasen has over 30 years experience helping clients reach their goals and protect their assets. Jasen, and the team at Protective Financial Services work smarter and harder to ensure you have the best plans, products, and services available, put in place at the right times. You can rest easy knowing your assets are right where they should be with Protective Financial Services. You come to us. We will do the rest.
How We Help You
Retirement Solutions
Personalized Estate Planning
Medicaid Planning
Medicare Open Enrollment
Client Reviews
Larry and Sally
We have known Jasen for over 20 years and he does all of our Financial planning. He is a good soul with a sharp mind. Jasen is not only our finance guy, he's become a part of our family! Great planners are hard to find. We consider ourselves lucky to have him!
Sheldon
Jasen has been good to us through the years. He helped me when my Eve passed and does a nice job with my money. He keeps the kids included and informed and we all appreciate him and what he does for us.
Clifford and Nancy
Jasen handles our financial planning and has made our Estate planning easy. We feel like we are in good hands with him. He is always available when we need him and explains things so we understand how things work. Normally we don't give out recommendations, but we made an exception for Jasen. He's really great at what he does. You can trust he will do a good job for you.
Bill and Evelyn
Jasen has been doing our finances for over 25 years now. We don't worry with him. He makes sure we have what we need and explains how it all works. We used him to make a Medicaid plan and would gladly recommend him, and have recommended him to some of our family and friends!
Steve and Laurie
We met Jasen about 12 years ago, through my parents. He does their finances. Jasen make sure we have money to do what we want to do, when we want to do it. He has also helped my parents a lot. He made sure my mom had a long-term care plan and saved my family so much money when my dad went into a nursing home. I don't know what we would have done without him!
Lee and Kathy
We had a few different financial people before we found Protective Financial Services. We heard about Jasen from one of our friends. We are glad we switched! Jasen got us out of some bad investments and helped get us on the right track. We are now enjoying our retirement and are no longer worried if we will have enough money to live. Thanks Jasen and Protective Services!!
Mary Ann and Robert
Doug saved us 800 dollars a year on our prescription drug coverage and Jasen helped get us products for Roberts long-term care needs, and income planning. Thank you Jasen and Doug for taking care of our retirement and taking away our worry and stress!
Darrell and Beatrice
Jasen helped us with our retirement accounts. He made sure we had enough to retire on and explained how it all worked. He showed us how to take income from our investments and we are very happy with him.
Contact Us
We are here to help with your Financial, Medicare, Medicaid, Retirement & Estate Planning needs!
Green Bay Wisconsin Office:
2700 Vernon Drive, Green Bay, WI 54304
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Peoria Arizona Office:
9784 W Yearling Road
Ste B-1540
Peoria, AZ 85383
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Email: help@pfsgb.com
Phone: 920-250-7220