My Planning Process

As life changes, so do financial needs. . . and a solid financial plan can help ensure that those needs are met. My objective is to help investors create those strategies, whether they are just starting out, growing their business or family, preparing for a child’s college education, or saving for the retirement they've always envisioned.

Together we will:

  • EVALUATE your specific needs.
  • SELECT an appropriate asset allocation.
  • MONITOR your portfolio to ensure balance.
  • ADJUST to the market and your changing needs.

My Mission

I offer unbiased advice and quality investment alternatives to my clients because I am dedicated to providing them with the best possible service. It is my intention to serve all of my clients effectively, efficiently, and distinctively so that I can help them reach their financial and investment goals. I endeavor to build long-term relationships with my clients, whether they are individual investors, families or businesses. I dedicate myself to truly listening to my clients because that’s the only way I can fully understand and help meet their needs.

Our Advisory Process

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

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Paul Bennett CFP®, CRPC® Financial Advisor
8009 - 34th Ave S
Suite 975
BloomingtonMN 55425
Phone: 952-253-0190
Fax: 952-232-0591
2277 HWY 36 W
Suite 201
RosevilleMN 55113
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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