Our Firm
Bob Bennie Wealth Management is a comprehensive financial planning services firm specializing in retirement planning, investment management, and estate planning. We are located in Lincoln, Nebraska and have been serving clients here, and in 25 other states across this wonderful country, since 1995.
As independent financial advisors, our philosophy is to make financial recommendations based on what is best for each individual client. Because we are not employees of a brokerage firm, we strive to offer unbiased advice, support, and service to the individuals we serve.
We are a firm of CERTIFIED FINANCIAL PLANNER™ professionals. CFP's take a fiduciary oath to protect their client’s best interests. To us, anything less is unacceptable. The values of this credential run very clearly through all our our services and client dealings. Simply put - when you make the decision to partner with Bob Bennie Wealth Management - your needs come first. Without exception.
The products we suggest, the advice we provide, and the service we offer, will always be with your interests in mind. Never in ours. For comprehensive wealth management advice you can count on, trust the reputable team at Bob Bennie Wealth Management. Whether you are in need of retirement planning, investment management, or legacy planning services, our firm can help you gain security and confidence in your financial future.
Our Mission: To guide our clients in making the best decision to manage their wealth. We will improve our clients' lives through education, proactive advice, and service above their expectations.
To fulfill our mission as a firm, we are committed to:
- Staying up-to-date on relevant tax, estate, and social security laws
- Learning about the goals and dreams of our clients
- Listening to the concerns of our clients
- Replacing retirement anxiety with confidence
- Helping our clients protect and grow their wealth
- Establishing long-term partnerships with our clients, for long-term success
- An ongoing and frequent line of communication
Give us a call today, to learn how we work to help you grow, manage, and secure your wealth for generations to come.