At Bennett Associates Wealth Management, it’s important to give back to the community. Butler native Wendy Bennett founded the firm after working in both governmental and individual finances.

Disheartened by corporate America’s primary focus on profits and productivity over the people it served, she and operations manager Vanessa McCall established this financial services firm. Its focus is on helping clients to define their financial goals, then establishing a long-term, comprehensive plan to address them.

“It all begins with a plan. Once your road map is in place, it’s a matter of continual monitoring to ensure our clients stay on track,” McCall said.

Beyond working with investment strategies and monitoring the progress of individual plans, the firm reaches out to members of the community.

Financial advice is published weekly in the Butler Eagle on various topics, and financial tips can be found under Ask the Pros. Complimentary community workshops are offered on topics ranging from Social Security and Medicare to funding a long-term care plan.

“It helps us feel connected to the community and to do our part to make it a better place,” Bennett said of the workshops. “We’re privileged to help our clients make important life decisions surrounding their financial future, and we want to be a community resource to help everyone gain a better understanding of all aspects of personal finances.”

Whether helping the elderly manage their estate, coaching a person’s transition from the workforce to retirement, or helping younger couples manage debt and save for their children’s college education, the staff is invigorated by the uniqueness of each client’s personal needs and financial goals.

Bennett Associates offers a full array of wealth management services, including a free initial consultation. They provide advice that they feel is in the best interest of each person they meet.

This independent advisory practice is associated with Wells Fargo Advisors Financial Network, LLC, which allows the corporation to operate at a smaller, client-focused level while having access to the large-scale resources of a major financial services firm. For more information, call 724-602-7500.

This article was submitted by Bennett Associates Wealth Management.