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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.
Business Owners
As you are considering the transition of your business, think about your mission. You have a mission for your business, but when you eventually leave your business what's going to be your mission for your next stage of life?
Philanthropists
Thank you for being a good steward with what God has blessed you with!
Retirees or Seniors
It is not your responsibility to leave your kids a lot of money. They don't expect it. They want you to enjoy your retirement and not worry about leaving them money. (Hopefully that's how your kids think!)
End of Life and Legacy Planning
By having your affairs in order, you can give your loved ones one last, sweet, memorable gift.
Retirement Planning
If you have enough acorns buried for the winter of retirement, why are you still working? If you love your work, that's fine, keep working. However if you don't really love your job and you have enough saved to retire, you should retire as soon as possible. Spend the rest of your days doing things you love with people you love.
Sudden Wealth or Inheritance
Take it easy. Take your time and carefully plan. Don't make any impulsive purchases or decisions. Seek wise counsel.
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
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.
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.
Broker Affiliation: Kestra Financial
Languages: English
This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.
Compensation Methods
Commission and Fee
Commission and fee applies if a CFP® professional and any related party receives or is entitled to receive both commissions and fees for providing professional activities; the CFP® professional must disclose compensation as "Commission and Fee."
Household Income Minimum
$0
Investable Asset Minimum
$250,000