Welcome to Bennett and Porter
We are dedicated to providing insurance solutions, prosperity planning and consulting services in Arizona, California and surrounding states!
In 2002, partners Jack Bennett and Scott Porter set out to redefine the typical insurance and financial experience. Their holistic approach led to the formation of three interrelated divisions: insurance, prosperity planning and consulting. For over a decade, they have been successful in exceeding clients’ needs through asset protection and sound investments.
- Ranked “Top 25 Insurance Brokers” in Arizona ~ Phoenix Business Journal
- Selected as one of Arizona’s “Best Places to Work” ~ Phoenix Business Journal
- Voted “Top 10 Insurance Brokers” in Arizona ~ Ranking Arizona
- 80% of individuals and companies that evaluate Bennett & Porter services become loyal clients
Bennett & Porter is proficient in determining appropriate limits of liability and proper coverages through careful assessment of a person or business’ net worth. The agency also reevaluates other potential exposures that may exist. For example, do you sit on a HOA, charity board or other public committee that increases your liabilities? If yes, you should carry the appropriate umbrella policy that covers for slander and additional D&O coverage. Do you have a trust in place to protect your assets and privacy, avoid probate, minimize estate taxes, and provide stipulations to how your net worth will be distributed? As an employer, does your business have proper operating agreements, buy-sells and key-man contracts? Most buy-sells only deal with the death of a partner. The reality is there needs to be three scenarios addressed: death, disability or early retirement of a partner. Whatever your circumstances, our firm’s comprehensive approach will deliver solutions to these complex concerns.
Whether you reside in Phoenix, AZ or San Diego, CA the advisors at Bennett and Porter are available to guide you through the necessary steps to ensure a thorough understanding of your customized plan. Call our Scottsdale office at 877.804.5828 today to get started!