James S Bennett CLU®, ChFC®, CFP®

Financial Advisor

James S Bennett

Office: 812-471-2269

335 Cross Pointe Blvd
Evansville, IN 47715-4028

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As a Financial Advisor, Jim's practice is focused primarily with helping his clients achieve their retirement objectives.  For things that are really important to them, people will seek out the services of an expert. Planning for retirement is no exception.  Jim is able to provide professional and unbiased advise towards attaining a financially secure and worry free retirement.

Planning services include:

  • Retirement Income and Distribution Planning
  • Investment Planning and Advisory Services
  • Asset and Income Protection
  • Personal Financial Planning

As a registered representative with Northwestern Mutual Investment Services, LLC, a Registered Investment Advisor, and a member of the Evansville Estate and Financial Planning Council, Jim holds himself to a high ethical standard of sound financial advise and guidance. The professional relationship that you establish with Jim enables him to focus on your specific needs and to continually review your circumstances and progress toward a secure and successful financial future.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from James S. Bennett.

My Mission

I work with individuals, helping them identify, plan, and achieve their retirement and accumulation needs.

I help define financial goals and time horizons, assess risk tolerance and diversification, and recommend steps and strategies to accomplish the retirement lifestyle that my clients desire.

 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from James S.Bennett.