Client-centered comprehensive financial planning
How We Can Help
Don’t guess when it comes to understanding the key components of successful financial planning. At Bennett Wealth Advisors, we provide thoughtful, tailored solutions in building you a custom financial plan by contemplating the following:
Income
Planning
Our goal is to help ensure your expenses are paid with reliability and predictability for the rest of your life.
Tax
Planning
We’ll look at the taxable nature of your current assets and potential ways to include tax-deferred or tax-free money in your retirement strategy.
Risk
Planning
We take a look at a wide net of personal care options to help ensure you’re in good hands in all areas of your life.
Investment
Planning
We’ll talk risk tolerance, portfolio fees (and how we may be able to reduce them), volatility control and our comprehensive money management approach.
Legacy
Planning
Together with qualified professionals, we’ll create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
College
Planning
Go beyond opening a 529 savings account and create strategies that help you maximize the amount of money you have for sending your child or grandchild to college.
Ready to take the next step?
Click below to schedule your free 15 minute consultation.
Attend an Event
Attend one of our informational webinars to learn more about retirement income strategies, wealth management and more.
Upcoming Events:
Shelton, CT 06484 United States