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Benny Hevia Wealth Management  
 
Empowering the Lives of people we serve.
Call us: (813) 693-8000
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 makes sense.

As we sit down, 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.

 
     
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Address: BENNY HEVIA FINANCIAL
27251 Wesley Chapel Blvd.
Suite 1023
Wesley Chapel, Fl. 33544
Phone: (813) 693.8000
E-mail: info@bennyheviafinancial.com
 
Address: BENNY HEVIA FINANCIAL
6175 NW 153 St
Suite 300
Miami Lakes, Fl. 33014
Phone: (305) 556-4000
Fax: (888) 317-7314
 
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