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Paul C. Bennett, PhD, CFP®

c5 Wealth Management

746 Walker Rd
Ste 26
Great Falls, VA 22066
Phone: (703) 759-7007
Fax: (703) 759-5508

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth

 

How Planner Charges

Considerations: Wealth Manager to Entrepreneurs, Executives & Retirees

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.