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    Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials and product literature. 

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    Wallace Bennett
    We believe you deserve the confidence of a solid financial plan that will deliver both investment growth and lifetime retirement income you cannot outlive.
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    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bennett Wealth Advisors and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual advisor prior to implementation.  Fee-based financial planning and investment advisory services are offered by Bennett Wealth Advisors a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Bennett Financial Group Inc. Bennett Wealth Advisors and Bennett Financial Group Inc. are affiliated companies. Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of TX or where otherwise legally permitted.

    Fidelity Clearing & Custody Solutions ® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion.