Planning for your financial future starts today.

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Planning for your financial future begins with a complete financial plan of your current and projected economic potential. We focus on providing holisitic financial guidance with compasion and care tailored just for you. And your initial financial planning consultation is complimentary!

GET STARTED

We help you plan, manage and preserve your wealth.

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Our advisors provide a full range of investment and financial planning services, including investment management and strategic asset allocation.

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.

We offer a wide array of financial solutions tailored specifically to each client’s needs and goals.  Ours areas of experience and expertise include, but are not limited to, financial planning for individuals and businesses, retirement planning, estate planning, executive benefit planning, and divorce planning.

Our Areas of Expertise

Your connection to us is paramount and we pride ourselves in being accessible to you in-person, online and afterhours.

LET’S TALK!

While wealth management is tailored to each client’s needs, our fee structures are asset-based and tiered on the amount of assets under management.

Services & Rates

You can use your customized plan however you wish.  Our primary focus will always be pursuing your goals and providing you a financial plan in pursuit of your dreams.  If you are interested in complex planning strategies such as tax management, having your portfolio managed, or are seeking professional investing advice, it would be our pleasure to get to know you so we can assist.

Contact Us

Simply contact us!

Phone: (912) 289-1177
Email: staci@bennettfp.com

Planning for your financial future starts today.

slant-separator

Planning for your financial future begins with a complete financial plan of your current and projected economic potential. We focus on providing holisitic financial guidance with compasion and care tailored just for you. And your initial consultation is complimentary!

GET STARTED

We help you plan, manage and preserve your wealth.

slant-separator

Our advisors provide a full range of investment and financial advisory services, including investment management and strategic asset allocation.

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.

We offer a wide array of financial solutions tailored specifically to each client’s needs and goals.  Ours areas of experience and expertise include, but are not limited to, financial planning for individuals and businesses, retirement planning, estate planning, executive benefit planning, and divorce planning.

More Areas of Expertise

Your connection to us is paramount and we pride ourselves in being accessible to you in-person, online and afterhours.

Let’s talk!

While wealth management is tailored to each client’s needs, our fee structures are asset-based and tiered on the amount of assets under management.

Services & Rates

You can use your customized plan however you wish.  Our primary focus will always be pursuing your goals and providing you a financial plan in pursuit of your dreams.  If you are interested in complex planning strategies such as tax management, having your portfolio managed, or are seeking professional investing advice, it would be our pleasure to get to know you so we can assist.

Contact Us

Simply contact us!

Phone: (912) 289-1177
Email: staci@bennettfp.com

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    About Us

    Staci Bennett started Bennett Financial Partners so she can dedicate her years of experience in the financial industry to providing investment management and strategic wealth planning that is tailored specifically for you.  Our team of financial professionals pride ourselves in the trusted relationships we build and have a passion for being our client’s trusted financial advisor.

    SEE OUR PASSION

    Our Mission

    Our focus is to understand your goals and develop a comprehensive picture of your current finances, your financial goals and any strategies you’ve set to achieve those goals.

    Your financial plan should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life.

    EXPERIENCE MORE

    Our Process

    It is paramount to create a financial plan that seeks to protect your needs now and for the future in a tax efficient manner.  Together, we will determine your present financial situation, develop financial goals, identify alternative courses of action, evaluate alternative, create and implement financial plans of action, and monitor, reevaluate, and revise your plan accordingly.

    GET STARTED TODAY

    Areas of Expertise

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    Bennett Financial Partners is headquarted on Saint Simons Island, Georgia and all advisors are registered with LPL Financial, a full service broker/dealer and registered investment advisor.

    Wealth Management

    We take an active approach to helping you manage and invest your wealth. We know that you’ve worked hard for what you have, so we work with you to coordinate all aspects that contribute to your wealth – your financial, retirement and estate plan, funding your children’s education, and your investments.

    We work with you to understand and analyze your situation and offer solutions to help keep every aspect of wealth working toward your financial goals.

    GET STARTED

    Comprehensive Financial Planning

    We build more than a financial plan; we build relationships with our clients. We want to understand your goals and know if your circumstances change, so we can adjust your plan to help keep you on track.

    Our comprehensive approach to planning includes understanding your financial future and creating a plan aligned with your short and long-term goals including: retirement, college funding, estate planning, and investments.

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    Investment Management

    We’ll work with you to understand your goals and develop a plan for your investments that aligns with your financial plan and tolerance for risk.

    Are you looking for socially responsible investments? We can help.

    Talk with an advisor today to learn how you can make a difference with your investments.

    *Investing involves risk, including possible loss of principal.

    GET STARTED

    Retirement Income Planning

    The income you rely on during your retirement may come from many sources such as a pension, Social Security, 401(k), and personal retirement accounts. Based on your goals for retirement and resources, we’ll work with you to develop an income plan and offer solutions throughout your retirement.We work with you to develop a comprehensive, holistic plan that considers your current and future situation, your objectives, needs and values.

    GET STARTED

    Pre-Retirement / 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 address evolving needs.

    GET STARTED

    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.  Our estate planning can help you establish estate planning strategies to ensure that you have a sound retirement program, manage 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.

    GET STARTED

    Risk Management Analysis

    You want to ensure that your loved ones are provided for after you’re gone, which is why discussing your life insurance options with a financial advisor is so important. We can review your current financial plan and unique situation to determine which type of life insurance policy can help protect your family against the financial expenses they would face in the event of your death.

    GET STARTED

    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.

    GET STARTED

    Corporate Employee Benefits

    A properly structured benefit package is vital to a company’s bottom line, as well as attracting and retaining valuable employees.  Bennett Financial Partners is equipped with the support and skills to analyze the environment of a company’s employee base to suggest a benefit plan rich in benefits to the employees and cost-effective to the employer at the same time.

    GET STARTED

    Financial Goal Review

    Wealth management is more than knowing where your investments are – it’s working with every aspect that contributes to your wealth – your financial and estate plans, charitable contributions, tax strategies, and building lasting relationships with the professionals, such as attorneys and tax professionals.

    GET STARTED

    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, including designing cost efficient supplemental executive retirement plans and helping you time the exercise of stock options to manage the impact of income taxes while seeking to maximize your return on investment.

    GET STARTED

    Education Planning

    Deciding how to save for your children’s college education is an important part of your financial planning.

    We’ll look at your income and recommend funding options to help you save for your child’s future and coordinate those savings into your financial plan.

    GET STARTED

    Divorce Planning

    Divorce financial planning is critical to preparing your financial future.  We educate and help you analyze your specific financial issues during divorce while simultaneously developing a personalized financial plan for you.

    GET STARTED

    Annuity Review

    An annuity review can be beneficial to you because you can assess changes to current and future goals, and if an annuity still fits your plans.  Updated annuity solutions may provide more attractive benefits and features.

    GET STARTED

    We Support

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    Humane Society of South Coastal Georgia
    CASA of the Golden Isles
    Operation Bedspread
    Humane Society of South Coastal Georgia
    CASA of the Golden Isles
    Operation Bedspread

    We Support

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    Humane Society of South Coastal Georgia
    CASA of the Golden Isles
    Operation Bedspread

    Free Financial Webinars

    Free Financial Webinars

    Featuring Staci Bennett + Various Industry Experts

    Featuring Staci Bennett + Various Industry Experts

    Our complimentary monthly webinars are available to anybody who wants to know more about getting started on the road to financial freedom.

    Our complimentary monthly webinars are available to anybody who wants to know more about getting started on the road to financial freedom.

    Join Our Mailing List

    Free Financial Webinars

    Free Financial Webinars

    Featuring Staci Bennett + Various Industry Experts

    Featuring Staci Bennett + Various Industry Experts

    Our complimentary monthly webinars are available to anybody who wants to know more about getting started on the road to financial freedom.

    Our complimentary monthly webinars are available to anybody who wants to know more about getting started on the road to financial freedom.

    Join Our Mailing List