What We Do
The road to financial independence – and the puzzle pieces
At Bennett Jensen Personal Wealth Advisors, we specialize in retirement and financial planning.
We could list here all the pieces that make up any financial puzzle, essentially all the things we do, but we’d like to give you a different perspective. At Bennett Jensen Personal Wealth Advisors we’ve come to realize that we can provide as many as 78 different things during the lifecycle of a relationship we have with any one client.
They can be as fundamental and important as the Thanksgiving card you receive from us every year, planning for Social Security’s “When & How,” and debt and tax issues, or as significant and monumental as selling a business, what to do when a spouse passes or making sure that a legacy transition happens as planned and desired.
There are so many pieces to each puzzle and many of those pieces are not relevant at any one moment in the lives of our clients. Over the years we’ve come to realize, without fail, that as our clients’ lives unfold and their needs evolve, those pieces eventually become significant. Our goal is to make sure that you’ll be ready.
What’s not important is knowing what all those pieces are right now. They’re scattered about the box like jigsaw puzzle pieces waiting for their turn to be put in place.
What is important is the trust you put in us. Our goal is to know when and how to put each of those pieces in place, creating a personalized picture on the box cover of the puzzle – your puzzle.
The pieces of that unique puzzle are all found and accounted for in our proprietary process, The Compass FORMula, and we believe you can count on that process and our experience to pave the way.
The Compass FORMula – Our Eight Guideposts
The COMPASS FORMula
The Compass FORMula integrates wealth management with risk and debt management, income and tax planning and philanthropy. Each plan is unique. We spend time to understand and DISCOVER what your individual goals and desires are. We then DESIGN a customized program tailored to those needs and through our proprietary process, we DEPLOY your individual plan. Through our constant adjustments in response to life and financial events, we strive to keep your plan on track.
Value-Added Services
We Help You Build and Connect with a Team of Trusted Professionals
Sounding Board Process – As a part of our process, and as a service to our best clients, we make ourselves available to act as a sounding board to friends and family members. If there are people in your life that are important to you, know that they are important to us. If they are feeling apprehensive about the future, we are happy to sit down and share our process with them which may help them feel more confident about what tomorrow may hold. They don’t need to become a client to take advantage of this service.
Wealth Management
- Risk Assessment
- Investment Strategy
- Portfolio Management
- Financial Planning
- Retirement and Income
Planning
Risk Management
- Insurance Solution - Annuities, Life, and Long-term Care Insurance
- Liability and Income Protection
- Accumulation, Preservation, Distribution
Tax Guidance
- Coordination with Tax Professionals
- Tax-Efficient Investing
- Asset Location Strategies
- Tax Planning During Life Transitions
- Retirement Tax Planning
Estate Planning
- Coordination with Estate Planning Attorneys
- Gifting Strategies
- Re-Titling of Accounts
- Beneficiary Review
Legacy Planning
- Protecting the People You Love
- Preparing the Next Generation
- Philanthropy and Charitable Giving
- Facilitating Family Meeting
- Planning for Life Transitions
- Preparing the Next Generation for Wealth and Responsibility
Cash & Debt Management
- Budgeting and Spending Strategy
- Major Purchase Planning
- College Savings
- Debt Analysis and Strategy
Philanthropic Planning
- Charitable Intent
- Annual Giving Strategies
- Tax-Efficient Giving Strategies