Pennsylvania Retirement Planning
Behn Financial Group
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Behn Financial Group is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
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Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
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Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
Gary Behn, CRC®
President, Behn Financial Group
Gary has been in the financial services industry for 34 years, guiding clients from the start of the accumulation stage, through the distribution stage of their retirement plan. He specializes in retirement plans and is a Certified Retirement Counselor® and holds insurance licenses for accident/health, property and casualty, and variable annuity. Gary knows that the biggest challenge is putting all the pieces together for a solid financial program that works, and he provides education and guidance needed to find the right solution for each individual client. Gary lives in Erie, PA with his wife Linda and has five children and fourteen grandchildren.
Securities offered through Packerland Brokerage Services, Inc, an unaffiliated entity. Member FINRA & SIPC
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in June–August 2026
- There are no events scheduled during these dates.
Our Downloads
Federal Employee’s Guide to Retirement
Your financial strategy is the foundation of your retirement life. However, it can be difficult and complex to keep up with the changing financial landscapes, laws, and regulations, especially if you’ve been a federal employee and have worked for the government throughout your career.
Our Blog
10 Ways to Teach Kids Financial Literacy
Understanding financial literacy concepts such as budgeting, saving, and investing is crucial for everyone, children included. Financial literacy is the [...]
How to Stick to Financial Resolutions
Near the top of the list at the start of every year are often financial resolutions—commitments to save more, spend [...]
Should I Consider a Roth IRA Conversion?
A Roth conversion is the process of moving assets from a Traditional, SEP, or SIMPLE IRA, or from a qualified [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
