I offer personalized retirement income strategies to help you achieve your goals. I work diligently to get to know you and understand what is most important to you. I want to help you get on track and stay on track so that you may live out your purpose in life with the family and friends who you care about and who care about you.
Most of our clients are active retirees or soon-to-be retirees who enjoy spending their days playing pickleball, golfing, traveling, and spending time with their friends or grandchildren. Those clients come to us with the same three questions:
1. Can we continue our same standard of living?
2. Can we afford to help our kids and grandchildren along the way?
3. Can you help us take care of our money so that we can enjoy our lives?
My team and I work together to keep you informed so that you feel in control and financially secure. We are dedicated to providing you with the highest level of service possible.
In 2008, I began my Edward Jones career as a financial advisor. Prior to joining Edward Jones, I received my bachelors at Indiana University Bloomington. I have since earned the CFP© professional certification. Throughout my time with the firm, I have been awarded numerous awards and currently serve on its leadership team.
More than anything, I enjoy spending time with my husband, Matt, and our four hilarious and rambunctious children. We love to camp, swim and ride bikes. Matt and I were both raised in Martinsville and love that we are able to raise our children in this community with many of our friends and family members.
My career allows me to make a difference in the lives of those who make up my hometown. I look forward to the opportunity to get to know you, your family and your friends so that we may partner together throughout your life.
To learn more about how my team and I can help you reach your financial goals, please don’t hesitate to contact my office. I look forward to meeting you.
- Wealth Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Community Outreach
- Health & Nutrition
- Personal Fitness
Phone NumberJenna R Bennett at (765) 342-2830
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