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Bennett Financial Advisors in Something Directory

 

Jerry has been providing strategic wealth management to help clients achieve their life goals for over 30 years. As a wealth manager, Jerry helps clients quantify and qualify their goals enabling them to use all the strategies and financial resources available to achieve those life goals. He is widely respected for his expertise on various retirement strategies. He focuses on helping clients avoid the common mistakes made by many retirees. His specialties include: tax reduction, avoiding taxes on social security, estate tax reduction or elimination, strategic wealth planning for retirement, as well as elder care planning (including long-term care). Jerry is highly sought after as an advisor, speaker, and guest on radio and TV programs. Author of Making the Money Last: Financial Clarity for the Surviving Spouse and recently released.

 

Address: 3600 Chain Bridge Road - Suite 100 - Fairfax, Virginia 22030
Telephone: (703) 691-9200
Fax: (703) 352-0053
Website: http://www.bennett-financial.com/