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.
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.
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.
Stephanie Hunter, AIF®
Accredited Investment Fiduciary® , Financial Advisor
Asset Management
Our methods can help you build an active portfolio and effective rebalancing strategies.
Estate Planning
We work with you and your experts to ensure that your wealth passes between generations in accordance with your wishes.
Income Planning
Our analysis helps you determine if your anticipated cash flow will be enough to support you when you retire.
Insurance Protection
We’ll help you safeguard your assets and enable ongoing income if the unexpected should occur.
When Does Your Personal Car Become a Commercial Vehicle?
