Our Vision & Mission

To develop meaningful relationships with our individual and business clients to become their trusted advisor, guiding them toward true financial independence.

Our Mission Statement

Service
The longstanding relationships we build with our clients is the foundation that Benoit Financial Planners is built upon.  With over 50 years of combined financial services experience, our team strives to provide our clients with exceptional service that is prompt, professional and friendly.

Integrity
As our client, your interests will always be first and foremost.  Honesty and ethics are critical to integrity.  We hold the trust you place in us with the highest regard; guarding your information and confidentiality is paramount at Benoit Financial Planners. 

Independence
Our loyalties stand with you, our client.  We will work with you to find the most suitable solutions for YOUR needs without being tied to a specific company.  Because we are independent advisors, we have no financial incentive to choose one company over another.

Guidance
Our goal is to empower you through ongoing education to have a thorough knowledge of your financial plan.  We want you to understand how each product in your portfolio can help fulfill your current needs and allow you to pursue your future goals.