"Your Goals - Your Interest - Our Mission"
Today’s economic environment presents challenges. But along with these challenges, there are opportunities and rewards for those who can identify long-term trends.
Whether you’re less than satisfied with your current advisor, interest rate or returns—facing retirement—or are looking to better understand certain investment ideas, we can help you address your most pressing investment needs and concerns.
First - we listen.
Our priority is your overall financial success. We want to learn more about your personal situation and identify your needs and goals so we can learn what's right for you. Open and honest communication is the cornerstone of any successful, long-term relationship. Often, industry-driven jargon gets in the way of understanding. We do our best to avoid it.
Everyone is different.
Our site is filled with educational videos, articles and calculators from the very straight-forward to the very complex. All are designed to help you learn more about earning interest, retirement income, tax-free income, retirement plans, investments, 529 college savings plans, wealth transfer, long-term care, insurance needs, estate planning and more. While brief, they are informative.
As you search our website, send me a note with any questions you may have about any particular investment concept, product or interest producing idea that may better serve you. We'll get back to you quickly with a thoughtful answer. If you'd prefer, simply give us a call at (812) 748-9005.
Transfer your accounts.
Yes; we can transfer your existing brokerage accounts, pensions, IRAs, annuities, 401(k) or CDs without causing discomfort for you or the broker/rep/employee at the bank or brokerage firm where your accounts are currently held. Sadly, many won't even notice. In fact, it's quite simple. Just call or come in to our offices. We'll walk you through it.
Discreet.
No one, other than those whom you deem to be of 'need to know' basis, will ever know of your accounts or the investments within your account(s) at Bennett & Bennett unless you give us explicit direction otherwise.
"Your goals - Your interest - Our Mission"
Bennett & Bennett Financial, LLC willingly complies with FINRA, SEC, Local, State and Federal law and regulation including, but not limited to, the "Uniting and Strengthening America by Providing Tools Required to Intercept and Obstruct Terrorism Act of 2001", otherwise known as 'The Patriot Act".
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Estimate your monthly and annual income from various IRA types.
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Estimate how much you have the potential to earn during your working years.
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Using smart management to get more of what you want and free up assets to invest.
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There are some smart strategies that may help you pursue your investment objectives
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The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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A couple become Retirement Plan Detectives, searching records from old employers.
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Have you explored all your options when it comes to managing your taxable income?
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Want to do more with your wealth? You might want to consider creating a charitable foundation.
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There’s an alarming difference between perception and reality for current and future retirees.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.