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Benny Hevia Wealth Management  
 
Empowering the Lives of people we serve.
Call us: (305) 556-4000
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Appointment Process

Our first appointment and my Philosophy.

My goal on our first appointment is to get to know you and see if I can add value to you. We value long term relationships and the way to accomplish this, is to make sure we only do business when it make sense.

Shedule 
                        a Complimentary Consultation

As you seat down with me, you will be given two business cards.

The reason for this is that we have a Safe Money practice and a separate Investment Advisory business. These are two competing worlds and few agencies represent both, however I believe that we have to bring these two together in order to do what is best for you, the person seating in front of me.

Generally speaking, on the Safe Money side, you have your Bankers and Insurance Agents, and on the Risk Management side, you have your Commission Brokers and the Fee Only Advisors. The Safe Money people want it all on their side while the Risk Management want it all as well, after all that how they make a living. I, on the other hand, will strive to find the appropriate percentages on each side and find a balance that will make sense for your specific situation.

Schedule a Complimentary Consultation . Our Services



 
     
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Address: BENNY HEVIA FINANCIAL
1275 West 47th Place
Suite 314
Hialeah, FL 33012
Phone: +1 (305) 556-4000
Fax: +1 (305) 647-2913
E-mail: info@bennyheviafinancial.com
 
© 2015 - 2016 Benny Hevia Financial. - All rights reserved.
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