INDEPENDENT. FIDUCIARY. FINANCIAL ADVISOR

Secure Your Legacy with a Financial Planner Who Truly Cares.

Shawn Bennett is a registered fiduciary with your best interests at heart. You can trust me to manage your retirement assets, investments, income, and estate planning. Let's plan a legacy that aligns with your values.

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Busy people need honest financial planners

Many financial advisors are incentivized to pursue certain investments — and that affects how they advise you. Others have account minimums, so they prioritize wealthy clients. At the end of the day, they treat financial planning as a matter of money.

I know it's more than that. I know that your financial plan is about your future — and the future of your family and descendants.

I see financial planning as an opportunity to live a more intentional life, create financial health, and bless your loved ones.

With my values-based approach, I put your intentions and convictions first — allowing you to feel more comfortable as you build your financial legacy.

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Your money becomes your legacy with a trusted advisor

Shawn Bennett, advisor with Your Financial Legacy. I left the world of Fortune 500 companies because I wanted to work on what's truly important: helping hardworking people provide for their families and live their best lives.

I'm in it for the mission — and that is to create the best financial outcome for you and your family.

I want to help you:

Invest in a way that aligns with your values
Build wealth, no matter your income level or lifestyle
Use your money for what's most important to you
Pursue financial goals with confidence

Zero Commissions

Zero Sales Quotas

100% of Revenue from Service Fees

Plan with confidence — partner with a fiduciary

As an independent registered investment advisor, I am a fiduciary. The word fiduciary comes from the Latin word for "trust," and that's precisely what you gain by partnering with me.

My actions are only in your best interest. I have no financial incentives to discuss one investment strategy vs another for monetary gain.

"You only live once and aren't getting any younger, lets set goals today for your future." – Shawn Bennett

What I Do

I find the best solution for your financial situation and goals, based on your lifestyle, family, investment values, and risk tolerance.

I am particularly experienced with helping individuals invest their money in a way that reflects their commitment to integrity, philanthropy, and caregiving. Compassion is what unites us!

Management Advisory Services

Get assurance that your investment portfolio is attuned to your risk tolerance and balanced to support your goals. We'll give you an honest assessment and detailed recommendations without all the finance lingo.

Financial
Planning

Gain a complete overview of all the "what ifs" to help you make the best decision for YOU. We'll help you prepare for retirement, explore your options, and plan your legacy.

Financial
Coaching

Pay off your debt, meet your savings goals, and deal with life's biggest money challenges. We empower you to reduce your financial stress and turn your money into a tool for a more intentional life.

Meet Shawn

Shawn Bennett, a Financial Planning Advisor at Your Financial Legacy, has transitioned from a 28-year tenure at a large Fortune 500 company. This move allows him to offer more personalized retirement, estate, and gift planning services to his clients. Operating as an independent registered investment advisor, Shawn acts as a fiduciary, prioritizing his clients' best interests and managing investments with care. With a strong dedication to serving his clients, Shawn is excited about this new opportunity to enhance their financial outcomes. Alongside his wife, Sheryl, Shawn embodies a commitment to family, community, and a life filled with adventure and purpose.

Life is busy. Money is stressful. I am here to help you create financial health.

My mission is to empower your best life and lasting legacy with honest, unbiased financial advice. I know your values are important to you — and your money deserves the care you give every day.

Reach out to Shawn Bennett and discover how our approach to financial advising can make a difference.

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Values-based investing considers faith-based and other non-financial criteria, which may limit investment choices and cause performance to differ from strategies that do not apply such criteria. Advisory services are provided for a fee; no commissions are charged for advisory services. Estate planning discussions are for educational purposes only and do not constitute legal advice. All investing involves risk, including the possible loss of principal. No investment strategy or financial plan can guarantee future results or specific financial outcomes.