Wealth Management

Manage your wealth with a cohesive plan for the future.

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Personalized strategies to help you secure your financial future.

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Integrated Wealth Management

You’ve worked hard to get where you are, and you deserve to reap the benefits. How do you make your money work for you? Whatever your goals are – money to pass down to your kids, traveling, more time with family – we can create a strategy that makes sense for your life.

With an integrated wealth management plan, we take care of every facet related to your assets – risk management, investing, retirement planning, and everything in between.

‍Countless solutions, one relationship. That’s the Bennett & Porter advantage.

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Wealth Management Services

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Reach both your short and long-term goals with comprehensive planning including budgets, investments, savings, taxes, and more.
Asset allocation
Create a detailed investment strategy based on your desired level of risk and financial goals.
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Our advisors can help you manage your money through various strategies and monitor them on an ongoing basis.
Estate planning
Set up a plan for managing your estate and transfer of assets for when you pass on.
Tax strategies
There are various tax savings strategies that can help you preserve your hard-earned money. Our tax advisors can help you determine the best plan for reducing your tax burden.
Risk management
Our experts will help you identify, analyze, and minimize exposures to protect your assets from common threats.

Offerings

Personal Wealth

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Retirement Planning

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Roth IRA

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Alternative Investments

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Tax Savings Strategies

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Annuities

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College Savings Plans

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Mutual Funds

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Wills/Trusts

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Stocks

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Social Security Planning

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Medicare Planning

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Life Insurance

Offerings

Business Wealth

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401(k)

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SEP / Simple IRAs

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Pension Plan

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Deferred Compensation

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Succession Planning

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Key Person / Buy-Sell Agreements

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Captive Insurance Companies

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Multi-Family Office

We love Bennett and Porter! They insure our homes, cars, and business. Whenever I have a question they are prompt in getting back to me and are very knowledgeable about insurance. We appreciate regular calls to update our insurance and ensure we have proper coverage and are getting the best deal. We highly recommend them and have referred several friends!
- Debbie Gordon
All of the people that I have dealt with at Bennett & Porter have been very friendly and professional. They respond quickly to my requests or inquiries and have always had my best interest in mind as they have handled my car and homeowners policies. Rich Dalton has been my agent for many years and I am very pleased with all he and his staff have done for me!
- Rod Johnston
We have been customers for about seven years and have been very satisfied with the insurance services they have provided. And every time we deal with them on the phone they have been very friendly and very helpful. We highly recommend Bennett and Porter!
- Neil Stocker
These guys are the best, always on top of things! No one could get me a better price, no one could even come close! They have continued over the years to keep me with good coverage and the best price. They are always super helpful whenever I need anything. I definitely recommend giving them a call even if you think you've got it it good already.
- Patti Perkins
Long time customer. They have first rate service. They continually compare my current policies against the market saving me money. When I do have a claim they basically take care of everything for me and assure I am satisfied with the outcome. They service my account immediately. If I lose an insurance card for my car it is sent to me in hours. And they keep me updated and educated on current trends and issues. A great company to do business with.
- John Martin
I have been with this company for several years and, since the day that I signed up with them, they have been dependable and reliable. Their rates are very reasonable and don't jump up astronomically every year. Their people are friendly and easy to work with and are very service-oriented. They're a company that I can count on!
- Carol Rainey
Best customer service out there. They always follow up when they say they will. Have competitive rates and respectful of your time. I have recommended several family and friends to Bennett & Porter and they have all had positive experiences.
- Courtney Lowry
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Trust the Experts
That Know Insurance

Our insurance professionals have worked with thousands of individuals, providing unmatched expertise and service. With access to dozens of industry-leading carriers, we can find the best rates for our clients. Call today or request a free quote to get started.

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