Bennett Financial Partners

We specialize in personalized advice-based investment management for estate, business, exectutive benefit, retirement, and divorce financial planning.

Our advisors provide a full range of investment and financial advisory services, including:

FINANCIAL PLANNING

Whether you are developing a plan to accumulate wealth for retirement or college, a plan for a special needs child, a plan for an aging parent, or divorce financial planning strategies, Bennett Financial Partners can help. We work with you to develop a personalized, comprehensive and holistic plan that considers your current and future situation, your objectives, needs and values.

INVESTMENT MANAGEMENT + STRATEGIC ASSET ALLOCATION

Our advisors are registered with LPL Financial, a full service broker/dealer and registered investment advisor. Through this relationship, we bring to our clients skilled investment management and investment advisory services. We employ an asset allocation process that synthesizes information about your investment needs, personal finances, investment objectives, investment time horizon and risk tolerance to arrive at an investment allocation customized to your circumstances. We offer guidance on investment alternatives and can help implement and administer your overall investment portfolio.

RETIREMENT PLANNING

Whether you are still accumulating assets for retirement – or starting to think about turning those assets into income to support your post-retirement lifestyle – we can help you appropriately plan and structure your assets. Moreover, when you reach retirement, we can assist with income planning, monitoring, rebalancing, reallocating and transferring your wealth to meet evolving needs.

ESTATE PLANNING

An effective estate plan allows you to preserve the wealth you have accumulated over a lifetime and distribute it exactly as you wish. We can help you employ estate planning strategies to ensure that you have a sound retirement program, minimize taxes and provide for your surviving family. We can also help you manage sensitive family dynamics, trust planning or the equitable transfer of a family business. Our consultative approach helps ensure that the human factors are as important as preserving your estate from unnecessary taxes.

BUSINESS PLANNING

Businesses today need a reliable, knowledgeable and responsible team that can offer the right financial strategies to help support continual growth and success. Bennett Financial Partners can help your business by providing cost effective benefits for you and your employees, maximizing tax advantages and designing and implementing an exit and succession plan to preserve your wealth.

EXECUTIVE BENEFIT PLANNING

We offer executive benefit planning as an important consideration for business owners and corporate executives. This planning can involve several innovative strategies such as designing cost efficient supplemental executive retirement plans or helping you time the exercise of stock options to minimize the impact of income taxes and maximize your return on investment.

ABOUT STACI BENNETT

Staci provides knowledgeable advice and guidance and empathetic, caring service to her clients by striving to create an atmosphere in which clients feel at ease, comfortable and embraced.

Staci spent the majority of her career advising Financial Advisors all over the Southeast Region of the United States to help them make decisions about the investments in their clients’ portfolios pertaining to income for life strategies, wealth transfer, & long term care.

After many years of being on the road, Staci decided to settle down in St. Simons Island with her family and begin working directly with clients so she could make the impact on their lives they desire and deserve.

Staci began her career in the financial industry with J.C. Bradford in Nashville, TN in 1998 where she first learned the value of taking care of clients in a sincere, genuine, authentic way.  Her career then lead her to companies such as John Hancock, Lincoln Financial and Merrill Lynch where she continued to gain the experience and knowledge necessary to implement successful financial strategies for her clients.

Staci grew up in Savannah, GA and graduated from the University of Georgia’s Terry College of Business in 1997. She volunteers regularly in her community serving on the Boards for the Humane Society, CASA, and Operation BedSpread. Staci enjoys spending time with her family and friends on the beach in St. Simons Island.

Securities offered through LPL Financial, Member FINRA/SIPC.
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https://www.bennettfp.com