Financial Advisor Bennett Shiner

Bennett Shiner - CPCU CFP®

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Bennett Shiner - CPCU CFP®

As a CERTIFIED FINANCIAL PLANNER™ with Money Concepts in New Albany, Indiana, Ben Shiner offers his clients cash flow management, retirement planning, estate planning and college planning services. Ben strives to help clients put together a balanced portfolio that will help accumulate assets over time. He is also president of Shiner, Lopp & Smith, Inc., the same insurance agency that has been in his family since 1922.  In both the insurance and financial planning arenas, Ben’s goal for his clients is to help them make the decisions now that will help them reach their objectives in the future.

Check Bennett Shiner's Background

Bennett

Bennett Shiner - CPCU CFP®

As a CERTIFIED FINANCIAL PLANNER™ with Money Concepts in New Albany, Indiana, Ben Shiner offers his clients cash flow management, retirement planning, estate planning and college planning services. Ben strives to help clients put together a balanced portfolio that will help accumulate assets over time. He is also president of Shiner, Lopp & Smith, Inc., the same insurance agency that has been in his family since 1922.  In both the insurance and financial planning arenas, Ben’s goal for his clients is to help them make the decisions now that will help them reach their objectives in the future.

Tac Milne - EA CFP®

Tac Milne is an accountant and CERTIFIED FINANCIAL PLANNER™ serving clients in New Albany, Indiana and Louisville, Kentucky. Tac has been working in the financial industry since 1973, first as an auditor and now as a CFP® and Enrolled Agent. He is able to help his clients with tax and asset management, and he assists them with wealth management, financial planning, retirement planning and tax services. Tac enjoys seeing clients achieve their life goals as a result of proper financial planning. As an independent advisor, Tac is able to help his clients select the products and services that suits their needs from thousands of nonproprietary offerings. 

 

Check Tac Milne's Background

Tac

Tac Milne - EA CFP®

Tac Milne is an accountant and CERTIFIED FINANCIAL PLANNER™ serving clients in New Albany, Indiana and Louisville, Kentucky. Tac has been working in the financial industry since 1973, first as an auditor and now as a CFP® and Enrolled Agent. He is able to help his clients with tax and asset management, and he assists them with wealth management, financial planning, retirement planning and tax services. Tac enjoys seeing clients achieve their life goals as a result of proper financial planning. As an independent advisor, Tac is able to help his clients select the products and services that suits their needs from thousands of nonproprietary offerings. 

 

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Bennett Shiner is an independent contractor of Money Concepts

note: Shiner, Lopp & Smith, Inc is an independent firm and not affiliated with Money Concepts

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