portrait of Shelley J Benn

Shelley J Benn

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Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Estate and legacy strategies

Personal Interests

  • Painting
  • Art & Theater
  • Cooking
  • Gardening
  • Fashion Design

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Office Information


Office Hours
Mon By Appointment Only
Tue 10:00AM - 04:00PM
Wed 10:00AM - 04:00PM
Thu 11:00AM - 04:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

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