Disbennett Financial Service

Our Mission: Empowering Clients to Achieve Financial Clarity and Fulfillment

At Disbennett Wealth Management Group, we believe financial planning isn't just about numbers. It's about understanding your dreams, anxieties, and aspirations to create a roadmap that leads to a fulfilling and secure financial future.

Who We Are

Our team of experienced professionals is led by Chad Disbennett, a nationally-recognized Financial Educator, Author, Speaker, and Retirement Income Specialist. With a passion for simplifying complex financial concepts and empowering clients, Chad has guided individuals and families towards financial clarity and abundance for over two decades.

Our Guiding Principles

Our core values serve as the foundation of our client relationships:

• Client-Focused Approach: Your goals come first. We listen attentively to understand your unique aspirations and concerns.
• Teamwork Makes the Dream Work: We value collaboration and work alongside you every step of the way.
• Integrity Beyond Measure: We prioritize ethical conduct and transparency in all our financial planning endeavors.
• The Power of Active Listening: We believe in understanding what you truly want to achieve through mindful, active listening.

Our Services

We offer a comprehensive range of services to meet your diverse financial needs, including:

• Retirement Planning: Secure your financial future through strategic planning, investment management, and income optimization strategies.
• Investment Management: Crafted portfolios aligned with your goals, risk tolerance, and financial aspirations.
• Tax Planning and Management: Maximize your deductions, minimize taxes, and achieve financial stability.
• Estate Planning & Legacy Planning: Secure your assets and legacy with comprehensive planning solutions.
• Financial Education and Guidance: Develop a deeper understanding of personal finance through personalized workshops and resources.

Our Commitment

At Disbennett Wealth Management Group, we are committed to providing our clients with:

• Personalized guidance: We tailor our strategies to your unique circumstances and goals.
• Accessible communication: We prioritize open communication and clear explanations throughout the process.
• Proactive solutions: We anticipate and address potential challenges before they arise.