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Bob Bennie
CFP®
Bob Bennie Wealth Management Inc.1601 Old Cheney Rd, Lincoln, NE 68512
Broker Affiliation: Kestra Financial
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Philanthropists
Retirees or Seniors
Major Milestones I Specialize In
End of Life and Legacy Planning
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Bob Bennie Wealth Management Process: 1.) Understand your financial and family circumstances 2.) Identify and clarify your goals 3.) Analyze your current financial situation and potential alternative strategies 4.) Provide and explain recommendations 5.) Implement your financial strategy 6.) Constantly monitoring and reviewing your plan Our ongoing Wealth Management process then continues/repeats the steps above as life happens.
Disclosures
Securities and Advisory Services Offered Through Prospera Financial Services, member FINRA/SIPC
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.