Vance Bennett, Cfp® Email & Phone Number

I started out helping people at my church. I found that ordinary people, even very successful people, were at a disadvantage when it came to the money game because they lacked the proper information. I saw that people needed help in these areas: • Seeing beyond their perceived limitations• Being informed about the secrets of how money works• Understanding Financial-Ese. The language of money and financial institutions.• A partner to help them stay on track If you are 50 years old or older, I help you answer, “Will I make it” and “Do I have any financial blind spots?” Answering these two questions brings hope, financial freedom, and peace of mind. I specialize in the 50 plus age range, but I want all people, young and old, to experience these benefits and I know I can help anyone willing to be coachable reach their ideal future. I wish I could say the people that have called me a partner and a coach came to me because of my overwhelming good looks, but as you can see it is not. However, I have had clients say:• “Because you are a good advisor who talks to me and not at me.”• “You take the time to understand my concerns, fears, and dreams.”• “You have given me the time needed to understand the solutions without fear of asking, could you

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  The Ohio State University

  Magna Cum Laude