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Retirement Planning

Will you outlive your money? We specialize in helping people build and preserve assets for meeting the challenges of retirement. We will build a customized plan for you to meet your retirement goals.

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Investment Management

Working with an independent financial advisor you have the freedom to choose from a broad array of financial services and investment options allowing us to create a tailor made solution for your unique needs.

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Estate Planning

Believe it or not you have an estate plan. Whether you are in control of your estate is up to you. We help people ensure their wishes are carried out in controlling their assets. Leaving what they want to whom they want, when they want it.

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As a CERTIFIED FINANCIAL PLANNER Professional since 1999, Bob Bennie, CFP® is committed to act as a fiduciary and make recommendations in your best interests

Our Financial Planning Process

We believe that having control and access to your accounts with us brings you the freedom you deserve. You will have access to your accounts daily. This means you can monitor side-by-side, so to speak, with us the performance and discuss adjustments as you like.

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Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."