Our experienced financial advisors work with clients to develop personalized financial plans tailored to their individual goals and needs. We take a holistic approach to financial planning, taking into account your income, expenses, assets, and liabilities to help you achieve greater financial security and stability.
We offer customized investment solutions that are tailored to your risk tolerance and long-term goals. Our team can help you develop an investment strategy that balances risk and reward, and help you manage your portfolio to ensure that your investments are aligned with your goals.
We offer a range of annuity products that can provide guaranteed income for life, helping you plan for a more secure retirement. Our team can help you choose the right annuity product for your needs, and develop a retirement plan that maximizes your savings and minimizes your tax liability.
We pride ourselves on providing personalized support and guidance to our clients throughout the financial planning process. Our team is always available to answer your questions, provide guidance and advice, and help you navigate the complex world of finance with confidence and clarity.
life insurance is for those looking for lifetime protection with added benefits. In addition to providing a guaranteed life insurance benefit, it also offers an important way to save for the future, helping you and your family to be prepared for whatever lies ahead. Here at Bennett Financial we are dedicated to help individuals upstand the importance of life insurance, while giving peace of mind knowing you've planned for the unexpected. Let a Bennett Financial agent show you the most cost effective plans tailored to your individual health and needs.
Health insurance is a plan, or policy, that covers a percentage of doctors’ visits and hospital bills. It exists to help offset the costs of medical events, whether they’re planned or happen unexpectedly. Health insurance may also protect us when we’re feeling good — and may help keep us feeling that way — through wellness programs and preventive care.
Even if you’re the picture of good health right now, you never know when you’re going to need health insurance. A car accident, an injury, a cancer diagnosis — those don’t come with warnings.
An annuity is a service designed to provide individuals with guaranteed income for life.
More specifically, an Annuity transfers the longevity risk of you outliving your savings on to us. An Annuity is a valuable tool in a way the that protects you during the most enjoyable time of your life. Annuities provide peace of mind and are designed to grow and preserve what you've been working so hard for.....Retirement. Let Bennett Financial help you prepare for retirement.
Mortgage protection helps make sure that the people you love can remain in the home they love, even if you pass away before the mortgage is paid off.
Since you never know when the unthinkable will happen, mortgage protection with us at Bennett Financial uses a combination of life insurance products to make sure your loved ones will always have enough cash on hand to keep up with the payments or retire the mortgage. Let a Bennett Financial specialist guide you and your loved ones to peace of mind today.
We get it, accidents happen. Here at Bennett Financial we help you plan and prepare for an accident before it happens.
Accidental Insurance may be right for you if you:
Want to provide protection for your family in the event of an unexpected covered accident.
Want to supplement existing life insurance coverage.
Having difficulties qualifying for other types of life insurance due to age, occupation or health conditions.
Are on a tight budget or need coverage quickly.
Have a high risk while on a job or job site.
Occasionally preform high risk activities such as: Bungy Jumping, Hang-gliding, rock climbing or Mountain bike riding.
We are dedicated to empowering individuals and businesses to achieve their financial goals through expert guidance, tailored strategies, and trusted partnerships. Elevate your financial journey with us.
Headquarters: Chattanooga, TN 37405
(423) 598-6657
Help@BennettFinancial.org