Plan. Grow. Protect. Bennett Wealth Advisors


We are advisors in growing your resources and partners in protecting your future.

Plan. Grow. Protect. Bennett Wealth Advisors


We are advisors in growing your resources and partners in protecting your future.

Plan. Grow. Protect. Bennett Wealth Advisors


We are advisors in growing your resources and partners in protecting your future.

Plan. Grow. Protect. Bennett Wealth Advisors


We are advisors in growing your resources and partners in protecting your future.

Plan. Grow. Protect. Bennett Wealth Advisors


We are advisors in growing your resources and partners in protecting your future.

Plan. Grow. Protect. Bennett Wealth Advisors


We are advisors in growing your resources and partners in protecting your future.

Retire with confidence live with passion


We are advisor in growing your resources and partners in protecting your future.

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:

icon-1

Retirement Income Planning

We build customized plans to maximize the probability your goals are achieved over your lifetime.

Retirement Income Planning

• Retirement income strategies

• IRA & 401(k) rollovers

• Social Security Optimization Strategies

• Annuities

icon-6

Investment Allocation

We’ll talk risk tolerance, volatility control, portfolio fees (and how we may be able to help reduce them), and our principled philosophy to investing.

Investment Allocation

• Investments

• Portfolio Construction

• Portfolio Rebalancing

icon-5

Tax reduction planning

We’ll analyze the taxable nature of your current assets and potential ways to mitigate or defer future taxation.

Tax reduction planning

• Roth conversion planning

• Tax-efficient strategies

icon-2

Healthcare Planning

To address rising healthcare costs, we’ll construct a healthcare strategy using tools such as Medicare Supplement or Advantage plans, and long-term care options.

Healthcare Planning

• Medicare Supplement plan

• Medicare Advantage plans

• Long-term care insurance

• Healthcare doublers

icon-4

Legacy & Estate Planning

Together with qualified professionals, we’ll help ensure your assets are passed to beneficiaries in the way you desire.

Legacy & Estate Planning

• Trusts

• Wills

• Tax-efficient strategies

• Charitable giving

icon-3

Insurance

We’ll review your risk exposure to identify any specific needs for insurance to help your family mitigate the potential for loss.

Insurance

• Life insurance

• Umbrella policies

• Long-term care insurance

Our Values

First and foremost, we care about people. We are guided by the resolute discipline to serve and care for the people who become our clients, going to great lengths to build a plan that addresses what you care about most. Your peace of mind is our mission.

Our Process

We take a thoughtful, deliberate approach to serving our clients that begins with listening. We take what we learn and build a tailored plan for you imprinted with your wants and desires. Once we have gathered your feedback, we embark on a journey together to implement our shared vision.

Get to Know Us

We have the singular focus of serving the families and individuals we partner with to help them achieve financial peace of mind and realize their goals in the journey to and through retirement.

wallace-bennett

Wallace Bennett Senior Financial Advisor

Learn More »

Why We Are Different

We Care About People

We genuinely value you as a person, which drives our focus to serve you to the best of our ability.

We Educate

We are focused on ensuring you understand every aspect of your plan, from beginning to end, because with clarity comes confidence.

We Create Tailored Solutions

We craft solutions that are unique to you and your specific story. There is no “one-size, fits all” method when it comes to your financial well-being.

We Are Long-Term Partners

We co-create a plan with you, then work shoulder to shoulder, year by year, to ensure you stay on course with the path we charted.

event

Interested in Attending An Event?

Call our office at 817.472.8086 or email info@bennettwealthadvisors.com to learn more about our upcoming gatherings!

817.472.8086

info@bennettwealthadvisors.com

Ready to Take The Next Step?

If you have any questions on what you have read, or would like to get to know us a little better, feel free to schedule a meeting with us below.

Schedule a Meeting:

Schedule a Meeting

Get Started in 3 Easy Steps

  • 1

    DISCOVER


    The first step we take in any new relationship is to listen because we know that every person comes to the table with a unique set of needs, concerns, and desires.

  • 2

    PLAN


    Once we have a clear understanding of how we can help you, we co-create a customized financial plan to address your specific situation, educating you along the way on the options available to you.

  • 3

    IMPLEMENT


    When you are clear and at peace with our proposed plan, our firm embarks on implementing the various pieces of the plan on your behalf. We meet regularly to ensure our mission remains clear and your plan remains on track.