Keith Bennett Email & Phone Number

As an Investment Adviser Representative with McAdam, my team and I help to streamline the finances of busy professionals through comprehensive financial planning and asset management.We focus on two main areas: Core Financial Planning and Advanced Financial Planning. -Core Financial Planning establishes the basic building blocks for a family or business. This includes a snapshot of today, risk management, wealth accumulation, tax management, retirement planning and estate planning. Financial planning that is centered around your goals rather than basic returns allows our team to give truly objective advice. -Advanced Financial Planning focuses on business owners and high net worth families to identify unique tax, risk management and legacy planning strategies.A strategic alliance of McAdam and Momentum Advanced Planning (a management-consulting firm serving successful families and business owners) creates a unique planning opportunity for our higher net worth clientele. The career history of Momentum's leadership team, as former corporate executives and entrepreneurs, has been directly responsible for starting, building, and ultimately, exiting multiple businesses of their own. Momentum's role in successful family offices allows them to understand the impact success can have and the complexities that come with it. Simply stated: They have been where you are and where you are headed.Momentum provides distinct capabilities for McAdam that serve the under-served affluent marketplace while keeping pace with the unique needs of high net worth families and business owners. Often these needs may include insurance captives, premium finance, ESOP’s, restricted property trusts as well as other advanced planning strategies.Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211Purshe Kaplan Sterling Investments and McAdam are not affiliated companies

Listed skills include Investments, Finance, Financial Analysis, Customer Service, and 8 others.

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  George Mason University - School Of Business

  Finance, General