Broker Check
Shawn  Bennett

Shawn Bennett

Financial Planning Advisor

Shawn Bennett is a Financial Planning Advisor at Your Financial Legacy, having transitioned in February of 2024 from working for a large Fortune 500 company for the last 28 years. Shawn decided to work closer with and offer more to his clients regarding retirement, estate, and gift planning. He can provide hundreds of investment strategies through an affiliation with Inspire Advisors, Inc. and Charles Schwab, Inc.

As an independent registered investment advisor, Shawn is a fiduciary. This means that Shawn is committed to this important standard, requiring his actions to be only in the best interest of his clients, managing investments with care, and not having financial incentives to discuss one investment strategy vs another for monetary gain. A fiduciary advisor signifies an important distinction as many non-fiduciary advisors are limited in investment options and may choose to discuss high-commission insurance/annuity products vs the lower-cost alternatives.

Shawn has dedicated the last 28 years to building relationships and serving his clients' investment and retirement needs and is excited about this new opportunity to improve on past results significantly. Shawn and his wife Sheryl will work together at Your Financial Legacy. They have been married for almost 30 years and serve together in their home, church, and careers.

Family is very important; Shawn and Sheryl have two children, one son-in-law, and two dogs. Shawn's father has dementia; recently, his father and mother moved in with them so they could provide additional care and attention for his father. They both love to travel for pleasure and on mission trips. In the summer of 2023, their family and three close friends submitted Mt. Kilimanjaro at 19,341ft (5,895M). They both have a sense of adventure and drive to live life to the fullest. Shawn often tells others that you only live once and aren't getting any younger, so you best set some goals and plan for the future today. Other interests and hobbies include trail riding at San Felasco State Park, HIIT training, golf, and running.