Bennett & Porter offers an array of services designed to maximize the value of your business. Whether it’s a competitive 401(k) retirement plan, a comprehensive benefits package, or optimized insurance strategies crafted to protect your business, we can help you make informed investment decisions that will put you ahead of the curve.
Our experts will help you define your goals and map out an appropriate strategy that will put you on the road to achieving a financially secure retirement.
Let our experienced professionals help you create and manage a plan portfolio that not only secures the foundation for retirement but helps attract and retain top talent.
We can help you navigate the complexities of these plans, and provide our insights and recommendations of the most lucrative options.
Our experts are committed to selecting prudent investments and providing fiduciary oversight as well as administering the plan.
With our recommendations, you can rest assured that your retirement plan is executed in a manner that benefits both your organization and plan participants.
Changes in leadership can be tricky. We can help develop a strategic approach to succession that is fully developed and seamlessly executed.
Let us help protect your business after the loss of a key associate by helping you understand and consider this low-cost solution.
Explore the complexities of this alternative insurance solution.
As a multi-family office, Bennett & Porter provides one relationship for all your financial needs. Offering a host of knowledge about insurance and financial solutions, we work together to offer you a complete package.
Want to learn more about the options listed above? Please speak to a Certified Financial Planner by calling 480-212-1150. Or, simply request a financial review.