Staci Bennett, CRPC™, CFP®

Embark on your financial journey with me, Staci Bennett, CRPC™, CFP®. With over 26 years of experience in the financial industry, I am committed to providing personalized guidance tailored to your unique needs and goals. From crafting income for life strategies to navigating wealth transfer and long-term care planning, I offer comprehensive solutions to help you achieve financial confidence. My dedication to community service and local insights further enriches my ability to guide you towards financial success. Partner with me today and let’s begin your transformative journey towards financial empowerment and fulfillment.

Staci Bennett, CRPC®

CERTIFIED FINANCIAL PLANNER™
PRIVATE WEALTH ADVISOR | FOUNDER, BENNETT FINANCIAL PARTNERS

Planning for your financial future starts today.

Bennett Financial Partners

Initiating your financial journey involves crafting a comprehensive plan that encompasses both your current financial standing and future aspirations. At Bennett Financial Partners, we specialize in offering personalized and compassionate financial guidance designed to meet your unique needs. Plus, your initial financial planning consultation comes at no cost to you. With our expertise and care, we’re dedicated to helping you achieve your financial goals. Reach out to us today to take the first step towards securing your financial future.

Comprehensive Wealth Planning, Management, and Preservation Services at Bennett Financial Partners

Bennett Financial Partners

At Bennett Financial Partners, our advisors offer a comprehensive suite of investment and financial planning services, encompassing investment management and strategic asset allocation.

We deliver expert investment management and advisory services tailored to your individual needs. Our asset allocation process integrates key factors such as your investment goals, personal finances, time horizon, and risk tolerance to develop a customized investment strategy. With a keen understanding of your circumstances, we provide guidance on investment alternatives and assist in implementing and administering your investment portfolio.

Trust Bennett Financial Partners to provide personalized investment solutions that align with your financial objectives and empower you to navigate the complexities of wealth management with confidence.

At Bennett Financial Partners, we provide a diverse range of financial solutions meticulously tailored to meet the unique needs and goals of each client. Our areas of expertise span various facets of financial planning, including but not limited to, individual and business financial planning, retirement planning, estate planning, executive benefit planning, and divorce planning.

We understand that every client’s situation is unique, which is why we take a personalized approach to crafting financial strategies that align with your specific circumstances and aspirations. Trust Bennett Financial Partners to deliver comprehensive solutions that address your financial concerns and empower you to achieve your long-term goals with confidence.

At Bennett Financial Partners, we prioritize our connection with you and strive to be easily accessible through various channels, including in-person meetings, online communication, and after-hours availability. We understand the importance of being there for you when you need us, which is why we ensure our accessibility extends beyond traditional business hours. Whether you prefer face-to-face consultations, virtual meetings, or reaching out outside of regular office times, we are committed to being there to support you every step of the way. Trust Bennett Financial Partners to provide the personalized attention and accessibility you deserve for your financial needs.

At Bennett Financial Partners, we understand that wealth management needs vary from client to client. That’s why our fee structures are designed to be flexible and transparent. Our fees are asset-based and tiered, meaning they are dependent on the amount of assets under management. This ensures that our clients receive fair and customized pricing based on their specific financial situation and the level of services required. With Bennett Financial Partners, you can trust that our fee structures are aligned with your best interests, providing you with peace of mind as we work together to manage your wealth effectively.

At Bennett Financial Partners, we believe in empowering our clients to use their customized financial plans according to their preferences and priorities. Our primary focus is always on helping you achieve your goals and turning your dreams into reality. Whether you’re interested in complex planning strategies like tax management, portfolio management, or seeking professional investing advice, we’re here to help. We take the time to understand your unique needs and objectives so that we can provide tailored solutions that align with your financial aspirations. Trust Bennett Financial Partners to be your partner in realizing your financial goals and aspirations.

Start your financial journey with Bennett Financial Partners, a team committed to providing personalized strategies tailored to your unique needs. Whether you’re planning for retirement, saving for education, or seeking investment guidance, we offer comprehensive solutions to help you achieve your goals. With our experienced professionals by your side, you can navigate the complexities of finance with confidence. Contact us today to begin your journey to organizing your financial plan.

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

Whether you have questions, need assistance, or want to schedule a consultation, we’re here to help. Contact us today and let Bennett Financial Partners guide you towards financial success.

Staci Bennett, CRPC™, CFP®

Embark on your financial journey with me, Staci Bennett, CRPC™, CFP®. With over 26 years of experience in the financial industry, I am committed to providing personalized guidance tailored to your unique needs and goals. From crafting income for life strategies to navigating wealth transfer and long-term care planning, I offer comprehensive solutions to help you achieve financial confidence. My dedication to community service and local insights further enriches my ability to guide you towards financial success. Partner with me today and let’s begin your transformative journey towards financial empowerment and fulfillment.

Staci Bennett, CRPC®

CERTIFIED FINANCIAL PLANNER™
PRIVATE WEALTH ADVISOR | FOUNDER, BENNETT FINANCIAL PARTNERS

Planning for your financial future starts today.

Bennett Financial Partners

Initiating your financial journey involves crafting a comprehensive plan that encompasses both your current financial standing and future aspirations. At Bennett Financial Partners, we specialize in offering personalized and compassionate financial guidance designed to meet your unique needs. Plus, your initial financial planning consultation comes at no cost to you. With our expertise and care, we’re dedicated to helping you achieve your financial goals. Reach out to us today to take the first step towards securing your financial future.

Comprehensive Wealth Planning, Management, and Preservation Services at Bennett Financial Partners

Bennett Financial Partners

At Bennett Financial Partners, our advisors offer a comprehensive suite of investment and financial planning services, encompassing investment management and strategic asset allocation.

We deliver expert investment management and advisory services tailored to your individual needs. Our asset allocation process integrates key factors such as your investment goals, personal finances, time horizon, and risk tolerance to develop a customized investment strategy. With a keen understanding of your circumstances, we provide guidance on investment alternatives and assist in implementing and administering your investment portfolio.

Trust Bennett Financial Partners to provide personalized investment solutions that align with your financial objectives and empower you to navigate the complexities of wealth management with confidence.

At Bennett Financial Partners, we provide a diverse range of financial solutions meticulously tailored to meet the unique needs and goals of each client. Our areas of expertise span various facets of financial planning, including but not limited to, individual and business financial planning, retirement planning, estate planning, executive benefit planning, and divorce planning.

We understand that every client’s situation is unique, which is why we take a personalized approach to crafting financial strategies that align with your specific circumstances and aspirations. Trust Bennett Financial Partners to deliver comprehensive solutions that address your financial concerns and empower you to achieve your long-term goals with confidence.

At Bennett Financial Partners, we prioritize our connection with you and strive to be easily accessible through various channels, including in-person meetings, online communication, and after-hours availability. We understand the importance of being there for you when you need us, which is why we ensure our accessibility extends beyond traditional business hours. Whether you prefer face-to-face consultations, virtual meetings, or reaching out outside of regular office times, we are committed to being there to support you every step of the way. Trust Bennett Financial Partners to provide the personalized attention and accessibility you deserve for your financial needs.

At Bennett Financial Partners, we understand that wealth management needs vary from client to client. That’s why our fee structures are designed to be flexible and transparent. Our fees are asset-based and tiered, meaning they are dependent on the amount of assets under management. This ensures that our clients receive fair and customized pricing based on their specific financial situation and the level of services required. With Bennett Financial Partners, you can trust that our fee structures are aligned with your best interests, providing you with peace of mind as we work together to manage your wealth effectively.

At Bennett Financial Partners, we believe in empowering our clients to use their customized financial plans according to their preferences and priorities. Our primary focus is always on helping you achieve your goals and turning your dreams into reality. Whether you’re interested in complex planning strategies like tax management, portfolio management, or seeking professional investing advice, we’re here to help. We take the time to understand your unique needs and objectives so that we can provide tailored solutions that align with your financial aspirations. Trust Bennett Financial Partners to be your partner in realizing your financial goals and aspirations.

Start your financial journey with Bennett Financial Partners, a team committed to providing personalized strategies tailored to your unique needs. Whether you’re planning for retirement, saving for education, or seeking investment guidance, we offer comprehensive solutions to help you achieve your goals. With our experienced professionals by your side, you can navigate the complexities of finance with confidence. Contact us today to begin your journey to organizing your financial plan.

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

Whether you have questions, need assistance, or want to schedule a consultation, we’re here to help. Contact us today and let Bennett Financial Partners guide you towards financial success.

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.

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.

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.

Areas of Expertise

Bennett Financial Partners

At Bennett Financial Partners, we understand that affluent individuals seek comprehensive financial services tailored to their unique needs and goals. Our team of experienced financial planners offers a suite of services designed to maximize wealth and secure financial futures. From wealth management and investment strategies to retirement income planning and estate planning, we provide personalized solutions to help our clients achieve their financial objectives. Whether you’re navigating a complex divorce, planning for retirement, or seeking tax-efficient wealth transfer strategies, our experts are here to guide you every step of the way. With Bennett Financial Partners as your trusted financial planner, you can rest assured knowing that your financial future is in capable hands. Located on the picturesque St. Simons Island, Georgia, Bennett Financial Partners is your trusted destination for comprehensive financial solutions. Let us help you navigate the complexities of financial planning and secure a brighter tomorrow.

Wealth Management

At Bennett Financial Partners, we’re committed to taking an active role in managing and investing your wealth. Recognizing your hard work and dedication, we collaborate closely with you to coordinate every facet that contributes to your financial well-being. From crafting personalized financial, retirement, and estate plans to funding your children’s education and optimizing your investments, we ensure a holistic approach to wealth management. Trust Bennett Financial Partners to guide you through the complexities of wealth management, empowering you to achieve your financial goals with confidence.

Comprehensive Financial Planning

At Bennett Financial Partners, we prioritize building lasting relationships with our clients. We believe in understanding your goals thoroughly and staying informed about any changes in your circumstances to ensure your financial plan remains aligned with your objectives. Our comprehensive planning approach encompasses various aspects of your financial future, including retirement, college funding, estate planning, and investments. By tailoring our strategies to your short and long-term goals, we aim to help you achieve financial success and security. Partner with Bennett Financial Partners to embark on a journey towards a prosperous financial future.

Investment Management

At Bennett Financial Partners, we prioritize understanding your objectives and crafting an investment plan that aligns seamlessly with your financial goals and risk tolerance. Whether you’re interested in socially responsible investments or seeking traditional investment strategies, our team is equipped to assist you. Schedule a consultation with one of our advisors today to explore how you can leverage your investments to make a positive impact while achieving your financial objectives. Let Bennett Financial Partners guide you towards investment solutions that align with your values and aspirations.

*Investing involves risk, including possible loss of principal.

Retirement Income Planning

Divorce financial planning is crucial for safeguarding your financial future. At Bennett Financial Partners, we recognize the significance of this process and stand ready to assist you at every stage. Our team offers expert guidance and educational resources to help you navigate the intricate financial aspects of divorce. We conduct a thorough analysis of your individual financial circumstances and craft a personalized plan designed to meet your unique needs and objectives. With our support, you can face divorce with assurance, knowing that your financial well-being is in competent hands. Count on Bennett Financial Partners to deliver the expertise and assistance you require during this pivotal time.

Divorce Planning

Divorce financial planning plays a pivotal role in securing your financial future. At Bennett Financial Partners, we understand the importance of this process and are here to support you every step of the way. Our team provides expert guidance and education to help you navigate the specific financial challenges of divorce. We analyze your unique financial situation and develop a personalized financial plan tailored to your needs and goals. With our assistance, you can approach divorce with confidence, knowing that your financial future is in capable hands. Trust Bennett Financial Partners to provide the expertise and support you need during this critical time.

Pre-Retirement / Retirement Planning

Whether you’re in the wealth accumulation phase or transitioning into retirement, Bennett Financial Partners is here to help you plan and structure your assets effectively. Our expert team assists in tailoring your financial strategy to support your post-retirement lifestyle, ensuring your assets align with your evolving needs. As you approach retirement, we provide comprehensive income planning services, including monitoring, rebalancing, and reallocating your wealth to address changing circumstances. Trust Bennett Financial Partners to guide you through every stage of your financial journey, from asset accumulation to retirement income planning, with expertise and personalized attention.

Estate Planning

Crafting an effective estate plan is crucial for preserving the wealth you’ve worked hard to accumulate and ensuring it’s distributed according to your wishes. At Bennett Financial Partners, our estate planning services are designed to help you establish strategies that guarantee a secure retirement, mitigate taxes, and provide for your loved ones after you’re gone. Additionally, we specialize in navigating sensitive family dynamics, facilitating trust planning, and facilitating the equitable transfer of family businesses. Trust Bennett Financial Partners to provide comprehensive estate planning solutions that safeguard your legacy and secure your family’s financial future.

Executive Benefit Planning

Crafting a strategically designed benefit package is vital for boosting your company’s profitability and retaining valuable employees. At Bennett Financial Partners, we excel in conducting thorough analyses of your company’s employee landscape. Leveraging our expertise and resources, we assess the specific needs and preferences of your workforce to propose a tailored benefit plan. Our objective is to enrich employee benefits while ensuring cost-effectiveness for your organization. Count on Bennett Financial Partners to provide customized solutions that not only enhance employee satisfaction but also strengthen your company’s financial health.

Corporate Employee Benefits

A strategically designed benefit package is essential for enhancing a company’s profitability and fostering employee retention. At Bennett Financial Partners, we possess the expertise and resources to conduct a comprehensive analysis of your company’s employee landscape. Our team evaluates the unique needs and preferences of your workforce to recommend a tailored benefit plan that not only enriches employee benefits but also optimizes cost-effectiveness for the employer. Trust Bennett Financial Partners to deliver customized solutions that enhance employee satisfaction while bolstering your company’s bottom line.

Risk Management Analysis

At Bennett Financial Partners, our financial planners specialize in Risk Management Analysis to ensure comprehensive protection for your financial future. We understand the critical importance of safeguarding against potential risks, which is why we conduct thorough assessments tailored to your individual circumstances. Our experts meticulously analyze various risk factors, such as market volatility, economic uncertainties, and personal liabilities, to develop a customized risk management strategy. By identifying potential threats and implementing proactive measures, we help mitigate risks and safeguard your assets and financial well-being. Trust Bennett Financial Partners to provide expert Risk Management Analysis and guide you towards a secure financial future.

Annuity Review

An annuity review is a valuable step in assessing your financial goals and ensuring alignment with your plans for the future. At Bennett Financial Partners, we understand the importance of periodically evaluating your annuity to determine if it still meets your evolving needs. Our experts conduct thorough reviews to assess changes in your goals and circumstances, ensuring that your annuity remains a suitable component of your financial strategy. With updated solutions potentially offering enhanced benefits and features, we strive to maximize the value of your annuity investment. Trust us to provide comprehensive annuity reviews and guide you toward solutions that align with your long-term financial objectives.

Education Planning

Planning for your children’s college education is a critical aspect of your overall financial strategy. At Bennett Financial Partners, we understand the significance of this decision and are here to guide you through the process. By assessing your income and financial situation, we recommend funding options tailored to your needs, ensuring you can save effectively for your child’s future. Our experts seamlessly coordinate these savings into your comprehensive financial plan, providing you with peace of mind and confidence in your financial future. Trust us to navigate the complexities of college savings and help you secure a bright future for your child.

Financial Goal Review

Wealth management encompasses more than just overseeing investments; it involves optimizing every aspect that contributes to your wealth. At Bennett Financial Partners, we take a holistic approach, integrating your financial and estate plans, charitable contributions, and tax strategies. We prioritize building lasting relationships with professionals such as attorneys and tax specialists to ensure comprehensive and personalized wealth management. Trust us to guide you through every facet of wealth management, empowering you to achieve your financial goals with confidence and clarity.

Business Planning

In today’s dynamic business landscape, having a dependable and knowledgeable financial team is essential for sustained growth and success. Bennett Financial Partners is here to support your business with tailored financial strategies aimed at driving continual growth. Our team offers cost-effective benefits for both you and your employees, maximizing tax advantages while ensuring financial security. Additionally, we specialize in designing and implementing exit and succession plans to preserve your wealth for the long term. Trust Bennett Financial Partners to empower your business with strategic financial solutions designed to fuel growth, optimize resources, and secure a prosperous future.

Tax Planning

Tax planning is essential for minimizing tax liabilities. At Bennett Financial Partners, we specialize in strategic tax minimization through various investment and financial planning strategies. Our experts analyze your financial situation to identify opportunities for tax savings, maximizing deductions, and implementing tax-efficient investments. With our proactive approach, you can minimize tax burdens and maximize financial potential. Trust us to navigate the complex tax landscape and help you reach your goals.

Charitable Giving Strategies

At Bennett Financial Partners, we craft personalized charitable giving strategies to maximize both your philanthropic impact and tax benefits. Our experts tailor plans to align with your charitable goals while optimizing tax advantages. Whether it’s establishing donor-advised funds, utilizing charitable trusts, or strategizing direct donations, we ensure that your giving is both impactful and tax-efficient. Trust us to help you make a difference in the world while maximizing the benefits to your financial bottom line.

Legacy Planning

Legacy planning at Bennett Financial Partners focuses on seamlessly transferring wealth to future generations while minimizing estate taxes and upholding family values. Our personalized strategies ensure a smooth transition of assets, utilizing tools such as trusts, wills, and other estate planning instruments. By carefully considering your family’s unique circumstances, we help preserve your legacy for generations to come while minimizing tax burdens. Trust us to safeguard your wealth and honor your family’s values through thoughtful and strategic planning.

Wealth Transfer and Succession Planning

At Bennett Financial Partners, we specialize in wealth transfer and succession planning, crafting strategies to efficiently transfer assets to heirs or successors while preserving family harmony and business continuity. Our tailored plans encompass various tools and techniques to minimize tax implications and ensure a seamless transition of wealth. From establishing trusts to implementing buy-sell agreements, we prioritize your family’s interests and long-term financial stability. Trust us to navigate the complexities of wealth transfer with expertise and care, safeguarding your legacy for future generations.

Bennett Financial Partners

Financial Planning
+ Wealth Advisory

Serving the affluent in Georgia, Florida, South Carolina and nationwide.

St. Simons Island, Sea Island, Jekyll Island, Brunswick, Charleston, Savannah, Jacksonville

Embark on a financial journey with Bennett Financial Partners, led by Staci Bennett, a Certified Financial Planner™ from St. Simons Island, Georgia. Staci’s unwavering commitment is to provide knowledgeable advice and empathetic, caring service to clients, creating an atmosphere where you feel at ease, comfortable, and embraced.

With a wealth of experience advising Financial Advisors across the Southeast Region, Staci specializes in guiding decisions on income-for-life strategies, wealth transfer, and long-term care. Having settled down in St. Simons Island, Staci is now dedicated to working directly with clients, making a meaningful impact on their financial lives.

Staci’s financial career began in 1998 with J.C. Bradford in Nashville, TN, instilling the values of sincere, genuine, and authentic client care. Her journey led her through prominent firms like John Hancock, Lincoln Financial, and Merrill Lynch, accumulating the expertise necessary for implementing successful financial strategies.

A graduate of the University of Georgia’s Terry College of Business and deeply rooted in Savannah, GA, Staci actively contributes to her community by serving on the Boards for the Humane Society, CASA, and Operation BedSpread. Enjoying the serene beaches of St. Simons Island with family and friends, Staci embodies the essence of financial planning that goes beyond numbers.

Discover the breadth of our wealth advisors led by Staci Bennett, your go-to CERTIFIED FINANCIAL PLANNER™ for comprehensive financial solutions at Bennett Financial Partners. Our team specialize in accredited investor and high-net worth strategies, executive benefit planning, business planning, retirement planning, family planning, and divorce planning.

Staci Bennett, CRPC®, CFP® – Your Private Wealth Advisor and Founder of Bennett Financial Partners, is ready and happy to assist you. Take the first step and call now at (912) 289-1177.

Securities offered through LPL Financial, Member FINRA / SIPC.
Check the background of your financial professional on FINRA’s BrokerCheck.

We proudly and actively serve and support impactful local philanthropic organizations dedicated to the betterment of our youth and shelter animals.

Bennett Financial Partners
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

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