John B. Bennett, CFP® Professional, EA
Investment Advisor Representative
John B. Bennett, CFP®, EA – Financial Advisor & Tax-Focused Financial Planner based in Arcola, IL
Helping Individuals and Families Optimize Their Financial Future Through Smart Investing and Tax-Aware Planning
John B. Bennett is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent serving clients from the Arcola, Illinois branch office. He specializes in helping individuals, families, and business owners align their investments with long-term financial goals—while minimizing the impact of taxes.
Financial Planning & Advisory Services
- Investment management and portfolio strategy
- Retirement planning and income strategies
- Tax-aware financial planning (EA + CFP® Professional)
- Insurance and risk management
A Financial Advisor Who Integrates Investment Strategy with Tax Expertise
John’s dual designation as a CFP® professional and Enrolled Agent allows him to provide a more comprehensive approach to financial planning—helping clients understand how taxes affect their overall strategy and long-term outcomes.
He believes that better financial decisions come from understanding the full picture—not just investments, but taxes, timelines, and life goals.
Work With John Bennett
Schedule a meeting to discuss your financial goals and build a strategy tailored to your situation.
- 📅 Schedule an Appointment
- 📞 Call: 217-268-3216
- ✉️ Email: john@boyersappenfield.com