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Retirement Solutions, Built Upon Trust

Your financial confidence, Our commitment to you...

  • Understanding You: We take the time to listen and understand what truly matters to you. Your goals and priorities shape our strategy.
  • Annual Plan Updates: Life is dynamic, and we recognize that. We proactively update your financial plan annually to reflect the changes in your life, ensuring it aligns with your evolving needs.
  • Transparent Communication: Your investments are monitored regularly, and any necessary changes are made with careful consideration. When adjustments are made, we provide clear explanations via email, keeping you informed every step of the way.
  • Clear Fee Structure: Transparency is key. Our fee schedule is clear and straightforward, ensuring you have a full understanding of the costs associated with our services.
  • Personalized Meetings: We value face-to-face interactions. We meet with you twice a year, offering a detailed update on your financial plan in the Fiduciary Meeting and discussing market analysis and account performance in the Strategy Session.
  • Accessible Support: Your calls matter. During business hours, a real, live person will answer your calls, and if we miss you, we'll promptly return your message.
  • Tax and Estate Planning: At your request, we collaborate with your CPA and attorney to review effective tax strategies and estate plans, ensuring a comprehensive approach to your financial well-being.
  • Extended Support: We go beyond by meeting with your family or friends at no charge to discuss financial wellness. If they are important to you, they are important to us.

The BenchMark Process

Understanding Your Goals

Understanding Your Goals

Financial Planning is a proactive process where we take time to listen and understand what is important to you. We work with you to determine your current situation, risk appetite, and your family's financial future. This creates a foundation on which an ongoing financial strategy is determined.

Our Approach
Creating Your Plan

Creating Your Plan

Your life is an evolving, changing timeline. The BenchMark Process is a fluid and flexible financial plan. We layout solutions including tax efficiency, income streams, social security maximization, and risk assessment.

Meet the Team
Ongoing Evaluation

Ongoing Evaluation

We maintain an ongoing process that allows us to be proactive to major life events so that our clients are prepared for them.

Explore Services

Meet Our Team

Shifting from Growth to Distribution

The BenchMark Process combines experience with client education and hands-on services.

Asset Management

Asset Management

Our methods can help you build an active portfolio and effective rebalancing strategies.

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Estate Planning

Estate Planning

We work with you and your experts to ensure that your wealth passes between generations in accordance with your wishes.

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Income Planning

Income Planning

Our analysis helps you determine if your anticipated cash flow will be enough to support you when you retire.

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Insurance Protection

Insurance Protection

We’ll help you safeguard your assets and enable ongoing income if the unexpected should occur.

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money.
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How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
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Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
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Schedule a Consultation

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