Business Details
Your Trusted Financial Advisers in Dawsonville, GA
At Reliastar Capital Management, our sole focus is helping clients establish financial stability, protect their families, and build lasting legacies. With over two decades of experience, we specialize in creating personalized retirement strategies that combine investment products for growth and insurance solutions for guaranteed income streams. Our team prioritizes service and individual attention, distinguishing us from larger firms. We work closely with clients to navigate complex financial landscapes, offering tailored approaches to retirement planning, tax strategies, and estate management.Our advisors bring extensive expertise from roles at firms like White, Young and Associates and collaborations with certified professionals, ensuring comprehensive guidance. We emphasize education through resources like our complimentary Retirement Planning Kit, empowering clients to make informed decisions. Our commitment to long-term relationships and ethical practices ensures clients feel prepared for any financial challenge.
Services
Annuities
Wealth Accumulation
Retirement Income Strategies
Financial Planning
Insurance Products
Highlights and features
- We offer 20+ years of experience in retirement planning and financial education.
- Our team provides personalized strategies combining investments and insurance products.
- We prioritize client-centric service with a focus on long-term relationships.
- Our advisors hold specialized certifications like Chartered Federal Employee Benefits Consultant.
- We provide educational resources including our complimentary Retirement Planning Kit.
Services
Annuities
Annuities provide steady retirement income through insurance contracts. We help clients select fixed or variable options to complement investment portfolios. These products offer tax-deferred growth and guaranteed payouts, addressing concerns about outliving savings while balancing market risks.
Wealth Accumulation
Wealth accumulation strategies focus on growing assets through diversified investments. We guide clients in balancing aggressive and conservative approaches based on risk tolerance. Our solutions aim to offset inflation and market volatility while building sustainable retirement funds for long-term financial security.
Retirement Income Strategies
Retirement income strategies combine insurance and investments to create reliable cash flow. We design plans addressing longevity risks and market uncertainties. Our approach ensures clients maintain purchasing power throughout retirement while adapting to changing economic conditions and personal circumstances.
Financial Planning
Financial planning services cover retirement, tax, and estate strategies. We develop customized roadmaps integrating investment products and insurance solutions. Our process emphasizes education and adaptability, helping clients navigate complex decisions while maintaining control over their financial futures.
Insurance Products
Insurance products protect against financial risks through death benefits and guaranteed income. We offer life insurance and annuities to complement investment portfolios. These solutions provide security for beneficiaries and stability during market downturns, ensuring clients' legacies align with their long-term objectives.
People
John C. Bennett
President and Founder
John C. Bennett has over 20 years of experience in financial services. He specializes in retirement planning and has worked with Donald Pollock, CPA, for 15 years. John focuses on helping clients achieve financial stability through customized strategies.
Kevin Bennett
Vice President
Kevin Bennett is a Chartered Federal Employee Benefits Consultant with 25+ years of experience. He provides retirement planning and investment strategies in Georgia and Florida. Kevin emphasizes simplified financial solutions for clients approaching retirement.
Luke Syfert
Client Service Advisor
Luke Syfert supports clients with financial planning services. He works closely with advisors to ensure clients receive personalized attention. His role focuses on maintaining strong client relationships and facilitating communication.
Kristine Bennett
Director of Client Relations
Kristine Bennett manages client relations, ensuring smooth interactions between clients and advisors. She coordinates services and maintains communication channels to enhance client satisfaction and operational efficiency.
Cayson Turner
Director of Operations
Cayson Turner oversees daily operations, ensuring efficient service delivery. He manages administrative functions and supports advisors in implementing client strategies. His leadership maintains organizational effectiveness and client-focused processes.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement strategies combining investments and insurance products. Our services include annuities, wealth accumulation plans, and income strategies tailored to individual financial goals.
How do annuities work for retirement income?
Annuities are insurance contracts that provide guaranteed income streams. We help clients select options that complement investment portfolios, offering tax-deferred growth and flexible payout choices for retirement security.
Can you help with investment portfolio management?
Yes, we offer investment strategies balancing growth potential with risk management. Our approach considers market conditions and personal objectives to build diversified portfolios aligned with long-term financial plans.
What areas do you serve?
We primarily serve clients in Dawsonville and Gainesville, Georgia, with services available throughout Georgia and Florida. Our team works with individuals nationwide through virtual consultations.
How do you approach financial education?
We emphasize client education through resources like our complimentary Retirement Planning Kit. Our advisors explain complex concepts clearly, helping clients make informed decisions about retirement strategies and risk management.
