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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

I explain the services I provide and define my responsibilities to you. I explain how I will be paid and by whom. We agree on how long the relationship will last and how decisions will be made.
I ask about your financial situation, personal and financial goals and attitude about risk. I gather all necessary documents at this stage before giving my advice.
I analyze your information to assess your current situation and determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your estate plan, assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.
I offer financial planning recommendations that address your goals, based on the information you provide. I review the recommendations with you to allow you to make informed decisions. I listen to your concerns and revise recommendations as appropriate.
Together, we agree on how recommendations will be carried out. I may carry out the recommendations for you or serve as a "coach, " coordinating the process with you and other professionals such as your attorney and accountant.
Through your personal financial website you can monitor your financial situation daily.  We will formally meet periodically to review performance and make adjustments as needed.

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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."