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    8:00 am - 5:00 pm

  • Tuesday

    8:00 am - 5:00 pm

  • Wednesday

    8:00 am - 5:00 pm

  • Thursday

    8:00 am - 5:00 pm

  • Friday

    8:00 am - 5:00 pm

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  • November 26, 2022 1:23 pm local time

Description

We provide a personal planning-based approach to financial solutions and can help implement and administer your overall investment portfolio.  We specialize in planning, managing, preserving and growing your wealth with a focus on retirement planning.

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

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.

FINANCIAL PLANNING

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

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.
Check the background of your financial professional on finra.

https://www.bennettfp.com

Location

Bennett Financial Partners, 2469 Demere Road Suite 114, St. Simons, GA, USA

Business Type
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    • Emmy
      April 7, 2020 at 9:11 am

      Staci and her team deliver truly professional financial planning services and put their clients’ interests first – I’d happily recommend her to anyone wanting a holistic personalised service.

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    • Bob
      January 9, 2021 at 12:59 pm

      Thank you to you and everyone who formulated our advice. It’s so comprehensive, it just reaffirms our complete faith in you. Thanks again for everything. It’s always a pleasure.

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    • Susan B.
      July 9, 2021 at 4:49 am

      I am absolutely delighted with your service. It is really refreshing to work with a financial advisor who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible.

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    • Blanton
      October 18, 2021 at 9:52 am

      This is what financial advisors should do! I have never had this kind of experience in the past with financial advisors and this is the kind of service I have been looking for. It’s nice to have one place to come to and have Staci’s guidance. I feel like you know the whole picture and if anything happened to me now, I know my family will be looked after.

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    • Barbara B.
      October 20, 2021 at 10:36 am

      Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Staci is this and so much more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.

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    • Shannon S.
      January 5, 2022 at 2:23 pm

      Last year we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led to significant savings. You are always happy and engaging, but at the same time, we are never in doubt of your professional acumen. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing an opinion. Thank you, Staci

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