Welcome to Bennett Wealth Strategies!

Stephanie Bennett, CWS® Senior Vice President, Financial Advisor, Portfolio Manager

CA Ins Lic#0B91963

Like most of our clients, you are smart, successful and lead a busy life.

You may be trying to manage a demanding career, get your kids through school, and/or care for aging parents, and you have little time left for important things like planning for your own retirement.

Or you may be already retired and just as busy as ever with traveling, family, community volunteer work — all the things you didn't have time for when you were working.

When it comes to finances, you have a lot of questions and maybe some real concerns:

  • My investments are all over the place. How can I get organized?
  • How do I help my aging parents?
  • If I do everything I want to do, can I be confident that I won't run out of money?
  • When should I take Social Security?
  • How will I manage healthcare costs down the road?
  • How can I make sure that whatever is left after I'm gone will go to the right people?
  • With everything else I am trying to do, am I missing anything?

If these questions and concerns are like your own, then you've come to the right place. We help our clients make sense of what they have now and plan for what they will need in the future.

Ready to get serious about your future? Let's schedule a time to talk.

Bennett Wealth Strategies Wealth Planning Process