- Fiduciary Financial Strategist

contact for price

Zip code

Annual income

Service type

Career stage

Sorry this pro can’t do your job, but we know other pros who can.

Check them out

Introduction: Meet the catalyst to your financial revolution. I'm a highly-motivated and enthusiastic professional whose purpose is to empower and educate others towards elegant levels of financial achievement. I have built my clientele off of the teachings of new-age financial strategies and am efficient in planning through fiduciary responsibility. My objective is to build an unshakable financial plan with my clientele and build a lasting relationship for any future needs. As technology advances, so will financial vehicles. I’d love to gain your business but most importantly your trust. I specialize in: Life insurance (Term and Permanent- Whole Life/ Indexed Universal Life) Strategic asset allocation Business tax shielding Building capital and sustained supplemental income Retirement planning Annuity Formatting Generational financial reprogramming Dominating the “Money Game” Estate planning Do not hesitate one second to connect further! Blessings, Christina Bennett

Overview

Hired 9 times

Background checked

1 employee

7 years in business

Payment methods

Ask this pro about their preferred payment method.

Featured Projects

6 photos

Reviews

Customers rated this pro highly for value, professionalism, and responsiveness.

Very good 4.5

6 reviews

5

83%

4

0%

3

0%

2

17%

1

0%

Sharrod m.

Jul 7, 2020

I have been working with Christina for one year. We had a heart to heart just last month because I was frustrated with what the pandemic has done to my retirement accounts. She was able to show me numbers and talk me through making my decision. What she showed me put my mind at ease because it performed what I needed better than the S&P 500. The big question for me was when I get to retirement age, how will I be in a position to pay less taxes and minimal withdrawals. She has helped me take strides in what it is that I’m striving to accomplish with my other business ventures as well. Financial planners need a lot more love.

- Fiduciary Financial Strategist's reply

You have been such a pleasant soul to partner with over this past year. I’m grateful for any opportunity to be able to do what we have accomplished thus far, can’t wait for our upcoming review 😃

Genevieve B.

Jul 13, 2020

Christina is great! Professional and thorough. She handles her meetings efficiently and will not waste your time or try and convince you to get into something for her personal gain. I went to her for my Mother’s retirement and we were able to find the best alternative for her 401k to be moved without penalty before she turns 62. She has been a Godsend for my family and I.

- Fiduciary Financial Strategist's reply

Thank you! It was a such a pleasure being able to help you and your Mom out during this time. Looking forward to checking back in with you all.

Jada S.

Aug 4, 2020

Christina has a true passion for financial planning. She is committed to making sure your solution is truly the best one for you and not just simply the one she will profit from. She really took the time to understand my personal financial goals and created a customized plan that I feel confident will help me retire comfortably.

- Fiduciary Financial Strategist's reply

Jada! I greatly appreciate your review. It has been an experience getting to learn about what you are about to accomplish. I’m so looking forward to our follow up, congratulations in advance 😃

Badar A.

Aug 4, 2020

·

Hired on Thumbtack

I had a meeting with Christina and discussed various aspects of investments. I needed an advice regarding investing in stocks, and Christina made a lot of things, that I had not been aware of, clear. She is professional and well-educated. She cares most about building relationships with clients that they would be comfortable in asking her anything regarding any challenges they face. She didn’t charge me for that first great meeting, in which I learned a lot of things, as she said it was just a discussion and she cared about building a relationship more than just money. I would definitely recommend her and get to her for a financial advice.

- Fiduciary Financial Strategist's reply

I appreciate that Badar, it was enlightening to learn of your countries financial practices as well. A great session all and all and I’m looking forward to continuing to bring the value!

Personal Financial Planning

Suzannah C.

Nov 1, 2020

·

Hired on Thumbtack

I have thoroughly enjoyed working with Christina. She responds quickly and too time to explain her ideas and helped me work through all the challenges with investing according to my priorities. I recommend Christina without reservation.

- Fiduciary Financial Strategist's reply

Suzannah! Thank you so much for your kind words. I truly enjoyed every step of the process and it brings me so much joy to know that you have a solid plan that will work for you in a multitude of ways and never against you. Looking forward to continuing the growth of our relationship!

Personal Financial Planning

Credentials

Background Check

Christina Bennett

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Initial consult is free of charge. I will elaborate on why in the first session. Schedule with me ( :
What is your typical process for working with a new customer?
We schedule a financial consultation so that I learn of and am clear on your financial goals. I explain in detail how I an be of service to you. Gather your basic information and schedule a follow up appointment within 48 hours to present to you your strategy. When the strategy makes sense, that is when we move forward.
How did you get started doing this type of work?
After departing from the military 3 years ago, I merged into the financial industry full-time. I wanted to have a firm grasp on the rules and principles of money & how to maximize where I'm placing my income while paying the least amount in taxes legally. I learned quickly that there is a difference between what the wealthy do and everyone else, these are my teachings.

- Fiduciary Financial Strategist

FAQs

Related cost information

Popular in San Antonio

You might also like

In other nearby areas