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About Advice In Retirement
KEVIN BENNETT, PFA Professional Financial Advisor Investment Funds Advisor - Investia Financial Services Inc. Advice in Retirement Inc. I have been involved in wealth creation and management since 19 Go to full description...
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M-F 9am-6pm, Sa 11am-5pm, Su Closed (Appointment Only)
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kevin.bennett@adviceinretirement.com
KEVIN BENNETT, PFA
Professional Financial Advisor
Investment Funds Advisor - Investia Financial Services Inc.
Advice in Retirement Inc.
I have been involved in wealth creation and management since 1999 and have a strong personal commitment to my client’s financial well being, in various Life Stages of their career.
My top priority is to build long term relationships with my clients. I feel it is essential to learn every aspect of their life stages----their family, their hobbies, their vacation locations, and their likes and dislikes. I am an attentive listener and I enjoy developing strategies to help clients achieve their goals and objectives.
I am a generalist with emphasis on investment planning, risk management, retirement income planning, and tax efficient options.
Languages:
English