Mackenzie Frazier Bennett,

Making a professional decision nearly 7 years ago to join the financial advisors at Cornerstone Retirement Advisors, Inc., I use my logistics experience in financial and business planning to seek to optimize long term gains in performance, revenues, and profitability in helping CRA clients reach their financial goals. My background in the United States Navy - maintaining an operational budget on multi-million dollar accounts, conducting quarterly audits, working with thousands of liabilities & expenditures while working on cost reductions across four commands - helps me assist our clients with budgeting, cash flow, emergency funds and asset preservation strategies as we, CRA advisors, bring our conservative approach to helping our clients increase INCOME.

Developing extensive analytical & problem-solving skills while in the US Navy, I use the knowledge earned in acquiring the CLU®, AAMS®, the Registered Social Security Analysts, AHIP certification credentials and certified independent ACA agent to provide our clients with real-life solutions to their investments, insurance, tax, retirement, social security, Medicare, healthcare and estate planning issues in helping them find their life’s financial solutions. My focus is helping our clients find the right considering risk management strategies utilizing fixed income investments like CDs, bonds, structured notes and personal pension vehicles which can potentially benefit our clients in preparing for retirement, preserving and growing their assets while preserving their LEGACY.

I hold the CLU® and AAMS® designation, Series 7 and 66 securities, as well as life & health insurance licenses. Residing in Fort Thomas with my spouse, Hailey, our daughter, Aurora Beth, and our dog, Chocolate, I’m an active US Navy Reserve member, have been commissioned a Kentucky Colonel, am an active member of the International Order of Oddfellows, the Chamber of Commerce, the Bob White Club and an active member of Faith Church.