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Troy Bennett

Mr. Bennett provides financial management and investment advisory services to corporations and individuals, and consulting and investment advisory services to company retirement plans. Troy combines his investment strategies with client’s tax considerations.


Investment Advisory Services - Financial Planning - Estate Tax Planning - Comprehensive Financial Analysis - Comprehensive Portfolio Analysis


Fee Based Brokerage Accounts - IRA - Roth IRA - Rollover IRA - SEP IRA - SIMPLE - Individual 401(k)


401(k) - 403(b) - Defined Benefit Pension Plans


Annuity and Life Insurance Analysis and Counseling

Student Loan and Mortgage Debt Counseling







705 Norfolk Dr.

Temple, TX 76502



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Our Financial Org # is 5HQ

Beauty. Dreams. A Future.


Troy is located at 705 Norfolk Dr. in Temple, Texas. We have relocated from Southern Oregon to take advantage of Texas' lower cost of living, better tax structure and business climate. Please continue to contact us using the same e-mail address, phone and fax numbers you have always used! We look forward to hearing from you!!

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