Caleb Bennett Email & Phone Number

When I started this career, my first client was my father, a business owner of 25 years. I quickly realized there are a few main concerns that business owners have, where I can help. • Establishing a business succession plan. Working to create a smooth transition that can protect your family, your employees, enables the business owner to save tax and ensure the future of the business. The business is often the largest component of your net worth, lets work to protect it.• Benefits can be frustrating. It is expensive but your employees often don’t fully understand and appreciate what they have available to them. I look to duplicate your benefits at a reduced cost and expand appreciation by your employees by improving their understanding. • Retaining key people by the use of non-qualified benefit plans. I help you create the opportunity to motivate and retain your key employees and in many cases create tax-sheltered distributions.• Business tunnel vision. You take a great deal of pride in your business and have worked extremely hard to grow it, but have you taken a step back to focus on your own personal finances? I help with retirement planning, risk management, life insurance, college savings, and much more. Which of these is your biggest priority? Learn more about how I help with a 20 minute discovery call. https://calendar.cirrusinsight.com//schedule/calebbennettschedule

Listed skills include Investment Strategies, Insurance Strategies, Business Succession Strategies, Customer Service, and 2 others.

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  Pennsylvania State University-Penn State Dubois

  Business, Management, And Marketing