Wealth Planning

1. I begin with an introductory conversation to determine whether my philosophy and process are a good match for what you need from a financial advisor.
    
2. The discovery process enables me to gather sufficient information to understand your goals, current situation and risk tolerance in order to effectively develop and customize your financial plan and recommendations.
    
3. As our financial planning process proceeds, we examine each of the 13 Wealth Management Issues as they relate to you.
    
4. After developing your plan, we discuss recommendations, strategies and then decide on next steps.
    
5. During progress reviews, we talk over any updates to your financial plan and portfolio, as well as record progress toward your goals.

The 13 Wealth Management Issues

Bennett Wealth Strategies helps clients address these 13 Key Planning Issues:

• Retirement Planning
• Investment Planning
• Tax Planning
• Risk Management & Insurance
• Titling & Beneficiary Designations
• Executor & Trustee Selection
• Planning for Incapacity
• Education & Family Support
• Distribution of Estate
• Banking & Credit Management
• Executive Compensation
• Business Succession Planning
• Charitable Giving

Investment Management

My approach to investing begins with the belief that wealth can be built over time through ownership of quality companies and real estate in areas of high demand.

Once asset allocation and risk parameters are determined, portfolios typically include a core of dividend-paying stocks and fixed income securities, along with ETFs or mutual funds as appropriate to meet allocation needs.