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Bridging the Gap to Retirement through Financial Planning

The BenchMark Process: Planning for Your Dream Retirement

Our process entails a cyclical movement of creating a financial plan, managing your investments based on your risk tolerance and tax strategies, and adapting your plan towards your dreams even through all of life's changes and movements. 

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Get In Touch

We serve Wexford, Sewickley, Cranberry Twp., Mars, Hampton, Franklin Park and other Pittsburgh Suburbs.

We look forward to working with you through all stages of your life & would love to welcome you to the BenchMark Family!

Give us a call to set up an appointment.


Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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