1601 Old Cheney Road,
Our great country has seen a lot of adversity in the past few years. But the foundation was built to weather the ups and downs of today and years to come. Your financial plan should do the same for you. We will help you plan and act now to protect your family and financial freedom for years to come.
Join us online for one of our free educational webinars! View our upcoming webinar schedule and watch replays of past webinars.
401k Resource Center
Visit our 401k Resource Center for all things 401k including: choosing proper investments, rollover options, what to do when you leave/change employers, and tax considerations.
eBook: 46 Frequently Asked Questions About Retirement
Thinking about retirement? Check out our free eBook for a list of the most commonly asked questions and their answers.
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.
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.
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.
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.
To help people achieve the peace of mind and freedom that comes with properly stewarding their wealth.
Bob Bennie, CFP®, MBA
President & Founder
Client Services Manager
Client Experience Coordinator
Are you looking forward to retirement? 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."