Keith Bennett
George Mason University - School of Business
Tell me more about Keith Bennett?
Keith Bennett is an Investment Adviser Representative with McAdam, specializing in Core Financial Planning and Advanced Financial Planning. With over 12 years of experience, Keith helps streamline the finances of busy professionals through comprehensive financial planning and asset management. He focuses on core financial planning, risk management, wealth accumulation, tax management, retirement planning, and estate planning. Keith's strategic alliance with McAdam and Momentum Advanced Planning allows him to provide objective advice and guidance to business owners and high net worth families. Momentum's leadership team, as former corporate executives and entrepreneurs, allows them to provide objective advice and provide comprehensive planning opportunities for high net worth clients.
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About
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 12211 Purshe Kaplan Sterling Investments and McAdam are not affiliated companies
...See MoreWork Experience
Financial Advisor
Tennis Instructor
Wellness and Fitness Services
Keith Bennett's Professional Milestones
- Financial Advisor (2016-09-01~2018-01-01): Provided expert financial advice to clients, allowing them to optimize their financial choices and achieve financial stability.
- Tennis Instructor (2011-09-01~): Inspiring and guiding tennis athletes to achieve their fitness goals through innovative techniques and personalized training activities.
Education
Finance,
General
Skill
Investments
Finance
Financial Analysis
Customer Service
Financial Planning
Portfolio Management
Microsoft Office
Microsoft Excel
Retirement Planning
Leadership
Tax Planning
Fiduciary Services
Certification
Colleagues
Lee Sommers
strength coach business owner consultant and fitness presenter
Lisa Mitchell
owner lisa mitchell llc
Andy Gretton
member services director at sport and health corporation and owner gretton goalkeeping
Jonathan Adler
Chief Executive Officer
Thailand Bike Tours
Bicycle Owner
Other Named Keith Bennett
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Keith Bennett works for Sport&Health
Keith Bennett's role in Sport&Health is Financial Advisor
Keith Bennett works in the industry of Wellness and Fitness Services
Keith Bennett's colleagues are Lee Sommers,Lisa Mitchell,Andy Gretton
Keith Bennett's latest job experience is Financial Advisor at Sport&Health
Keith Bennett's latest education in George Mason University - School of Business