Susan Bennett

RICP®

Financial Consultant

Comprehensive financial guidance to help you move confidently into your future.

State(s) Licensed:   AR Insurance Lic. #16836107, FL, IL, IN, KY, ME, MI, NC, NY, OH, WA

Phone 513-370-2273
Address

4055 Executive Park Dr Suite 400
Cincinnati, OH 45241

Susan Bennett

Comprehensive financial guidance to help you move confidently into your future.

State(s) Licensed:   AR Insurance Lic. #16836107, FL, IL, IN, KY, ME, MI, NC, NY, OH, WA

Providing the Greater Cincinnati Area With Financial Guidance & Tax Efficiency Planning

While I work with people at all stages of life, I specialize in serving people 5-10 years from retirement and helping them create a plan to transition confidently into their next chapter.

 

I am here to serve you through:

  • Personalized Financial Planning
  • Retirement Strategies
  • Wealth Management
  • Wealth Transfer Strategies
  • Tax Efficiency Planning
  • Charitable and Estate Planning


Our office is located in the Sharonville area and easily accessible via I-275, I-71 and I-75. Please contact us to learn more or schedule a complementary introductory meeting.

Let's put your plans in motion

I believe life is about more than money and your financial plan should be as well. We will work together to develop your goals and help you live the life you desire through thoughtful financial strategy and planning. We understand that money isn’t the goal, but the tool with which you can attain your goals. 


I love helping clients maximize their legacy and generosity in the Greater Cincinnati area including Sharonville, Colerain, Loveland, Mason, Liberty Township, and the entire Tri-State Area.

To learn more about the privacy of your information, visit our privacy policy.

Tri-State Office

Phone:
513-370-2273
Fax:
513-370-2276

Hours

Client Meetings: Tues-Thurs: 10am-5pm.

Office Hours: Mon-Fri: 9am-5pm

Please note: Susan Bennett is out of the office on Fridays and Krista Webb works remotely on Fridays.