Josh Bennett is an unashamed personal finance nerd with a passion for helping tech/entrepreneurs
Hi! I’m Josh Bennett, CFP®, an unashamed personal finance nerd. When I graduated from Indiana University, I became fascinated with everything finance. With consistent learning and researching, I became a Certified Financial Planning™ Professional to ensure that I could guide the financial health of others. I started Vincere Wealth as a fee-only practice dedicated to helping families and businesses keep and grow their wealth.
Just out of school? This program is for you. We help recent college grads launch their personal finances. We’ll review everything that touches your financial life to get you started on the right foot. The fee is $595 upfront and $50 per month.
Managing a family is hard! Let us handle the financial side, including: college and estate planning, insurance, home purchase and cash flow management.
As your financial needs become more complex, we are at your service with detailed advice on: tax minimization strategies, investing in rental properties, advanced estate and legacy planning and charitable giving.
We can help you manage the complexities of: ISO tax planning, RSU tax planning, risk management with a consolidated portfolio, tax minimization strategies and investment management.
Book free introductory call. We can discuss any topic which my qualifications allow me to address.
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