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
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.
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.
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.
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.
Reviews (9)
Kristen Eldridge-Sharkey
Nov 01, 2020
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Charlie Link
Jan 07, 2019
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Bob and his team have been managing my IRA for over 10 years. These were rollover funds from prior 401(k) accounts. The firm has always been helpful, honest, and friendly. Bob brought my account out of the 2008 dip. He has effectively moved among various products since then, providing a great balance of safety and return. I am 70 years old, still working, with an active 401(k) that he is aware of, but does not directly affect.
Terry Honke
Jan 22, 2018
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John Reddersen
Jan 02, 2018
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Bob has handled my retirement funds since the early 2000's. He has done a great job doubling that fund. In addition he has continued to offer additional insight into other investments that continues to increase our retirement nest egg, all the time providing updates which keep the fund moving in the right direction. I recommend Bob and his company after ensuring you research all your options just as I did.
Steve Mowery
Oct 17, 2017
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I have been a client of Bob Bennie for many years and he has consistently given terrific advice during all the upswings and downturns of the economy during the years. I have lost less and gained more than peers of mine that were utilizing other financial services due to Bob and staffs' attention to detail and knowledge of the financial climate both Globally and in the United States. One of his best attributes is the care and concern for each individual client and his Christian ethics is very apparent which is rare in today's economic environment. I would and have recommended Bob's services to many
Sally Eggleston
Sep 26, 2017
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Bob Bennie Wealth Management has been a tremendous asset us. They greatly relieved concerns that I had regarding moving funds from a company 401K upon resigning and have assisted us with other wealth management funds. They are just a phone call away and we feel like our voices are heard when speaking with Bob and staff. Best of all we TRUST Bob Bennie Wealth Management!
Brian Walker
Jul 25, 2017
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Mary Jo Bousek
Jul 22, 2017
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John Mahaney
Jun 24, 2017
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