Who We Serve
Retired, or close to it
The majority of our clients are currently retired or are within ten years of retirement. If we work together prior to your retirement, we can implement tax planning strategies and investment allocations to help you better prepare for retirement. If you are already retired, we will help you determine the proper level of risk, manage cash flow, and implement withdrawal strategies that may help secure your retirement.
Diligent Saver
Our belief is that anyone can have a successful retirement if they diligently save and live within their means. If you are willing to save, we would love to work together to help pursue your retirement goals.
Looking for a Trusted Advisor
With over twenty years of experience working with clients, we have a proven track record as a trusted advisory firm. Bennett, Bennett & Johnson Financial Services always puts your interest first, and we believe in going the extra mile for each and every client.
Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice or supervise tax, accounting, or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.