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Retirement Solutions, Built Upon Trust

Our Pledge to Our Clients. We will...

  • Take time to listen and understand what is important to you.
  • Update your financial plan annually as your life changes
  • Monitor your investments regularly and make changes when necessary.
  • When we do make adjustments to investments, we will send an email explaining the logic.
  • Provide a clear and simple fee schedule.
  • Meet with you in person twice annually. The Fiduciary Meeting includes a detailed update on the progress of your financial plan. The Strategy Session meeting to discuss our market analysis and the performance of your accounts.
  • Do our best to answer phone calls with a real, live person between business hours. When we’re unavailable, your message will be returned promptly.
  • Review effective tax strategies and estate plans with your CPA / attorney at your request.

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.

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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.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
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Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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Schedule a Consultation

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