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J Bentley, NSSA® Advisor · Dallas, TX

A professional headshot of J Bentley, Director, Senior Financial Advisor of LGT Financial Advisors in Dallas, TX

J Bentley

Director, Senior Financial Advisor, LGT Financial Advisors

2626 Howell Street, Ste 700
Dallas, TX 75204

2144611402

www.lgt-fa.com

NSSA® Certified #3162

Professional Profile

Jeffrey Bentley, Director and Senior Financial Advisor at LGT Financial Advisors, brings a wealth of experience and expertise to his clients in Dallas, Texas, and beyond. With a strong foundation in client management and financial planning, Jeffrey is dedicated to crafting comprehensive financial strategies tailored to meet the unique goals of families and individuals. His leadership of the wealth management team at Lane Gorman Trubitt ensures clients receive exceptional service and sound advice, all while feeling empowered through education on strategic financial initiatives.

As a holder of the NSSA® Social Security certification, J Bentley brings specialized knowledge of Social Security planning to every client relationship.

A proud graduate of the University of Arkansas, Jeffrey holds a Series 65 License and is recognized as a National Social Security Advisor certificate holder. His deep understanding of social security benefits further enhances his ability to guide clients towards a secure financial future. Whether meeting in person or remotely, Jeffrey is committed to helping clients navigate the complexities of their financial lives with confidence and clarity. Choose Jeffrey Bentley for reliable, respected, and results-driven financial advice that prioritizes your future.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.