Financial Advisor

Marcus Bennett, CFP, ChFC

Bennett Retirement Partners

5.0 from 2 reviewsPhoenix, AZ

About

I help pre-retirees and young retirees in the Valley turn a lifetime of savings into dependable income. My process starts with a full picture of your financial house — income, protection, taxes, and legacy — before we ever talk about investments.

Services offered

• Retirement income planning
• Investment management
• Social Security timing
• Roth conversions

Credentials & certifications

CFPChFC

Areas served

Maricopa County, AZPinal County, AZArizona

Languages: English

Fee structure: Fee-only

Experience: 16 years

Client reviews

5.0 / 5

Jul 3, 2026

Highly recommend

Clear, honest advice. Followed up exactly when promised.

— Tom & Maria G.

Jun 3, 2026

Patient and thorough

Took the time to explain every option and never rushed us. We finally feel organized.

— Janet R.

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