Benny Hevia Wealth Management  
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Empowering the Lives of people we serve.
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(305) 556-4000
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Our Advisory Process

Six simple steps to ensure a smooth process.

Step 1: Getting to Know You.

On our one hour initial-no cost consultation, you are free to come into Benny’s office or he could speak over the phone, whatever is most convenient for you. This allows you to get to know Benny personally, determine if we are for you and ensure that you and him are a “good fit”. You cannot become a client at this meeting.

Step 2: Understanding You.

If agreed to move forward, a second meeting will be set up where you will be asked to bring your financial documents and current investment statements. A clearer picture of your current situation will be established and together, get concise vision of your financial objectives and needs. Your individual financial risk profile will be assessed.

Step 3: Prioritize Goals.

In this step, a portfolio analysis will be provided and compared to your risk profile. A preliminary series of suggestions will be presented and serve as a starting point. This is the first step towards formulating your plan. This will serve as the blueprint which will guide the decision making process.

Step 4: Action Plan.

Based on your feedback, Benny will present a comprehensive, personalized, investment and retirement strategy tailored to meet your specific goals, including asset mix guidelines and how much risk and volatility you should expect.

Step 5: Implementation

Once the plan is finalized and approved by you, our team will put your plan into action starting with completing the necessary forms in order to start the process and, if required, requesting the funds from current custodian.

Step 6: Continued Review Process.

Individual investments goals and the market fluctuates over time, your situation is likely to change so ongoing reviews are a part of the process. Periodic reviews will aid in assessing your progress and ensure the plan evolves with your situation. You will never be on your own.

Schedule a Complimentary Consultation . Our Services

Free Portfolio Risk Analysis Color of Money Risk Analysis 401(k) Rollover Mistakes
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Investment Management
Retirement Planning
Social Security Maximization
Empowering Women
5817 Riva Ridge Dr.
Wesley Chapel, Fl 33544
Phone: +1 (813) 461-4123
Phone: +1 (305) 556-4000
Fax: +1 (888) 317-7314
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Benny Hevia offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Hevia Wealth Management is not a registered investment advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Benny Hevia, independent agent. Benny Hevia, Hevia Wealth Management and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agencies.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Bernardo Hevia, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

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