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.
As a CERTIFIED FINANCIAL PLANNER Professional since 1999, Bob Bennie, CFP(R) is committed to act as a fiduciary and make recommendations in your best interests. 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.
As a CERTIFIED FINANCIAL PLANNER Professional since 1999, Bob Bennie, CFP(R) is committed to act as a fiduciary and make recommendations in your best interests. 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.
Services
About
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Team
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Since 1995, people have trusted the Bob Bennie Wealth Management name to provide them with the financial guidance and support their years of hard work deserve. At Bob Bennie Wealth Management, everything we do is aimed at enriching the lives of the individuals and families we serve. Bob Bennie and his team work with individuals, families, companies and institutions to help them build, manage, protect and transition comprehensive wealth.
Retirement Planning
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Most people spend a great deal of their adult life saving for and looking forward to retirement. But the final stretch towards that goal line can be overwhelming! We exist to help you find the answers to these questions! We want to help you cross the finish-line to retirement with confidence and comfort, knowing that every variable has been accounted for.
Investment Management
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One of the key questions all investors must ask themselves is "How much risk am I willing to take in order to meet my goals?" What if there was a tangible way to determine your actual risk tolerance, and line up your portfolio to match it? We utilize a software program called Riskalyze that does just that.
Estate Plans
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Many people think having a Will is enough to effectively transfer their wealth to their children or other heirs when they pass away. However, a Will is just one small part of an Estate Plan, and WON'T protect your heirs from having to go through costly and time-consuming probate! We've helped countless families set up estate plans over the 25 years we've been in business, and many of those we have had the privilege of seeing to completion.
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