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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.

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 proven methods help you build an active portfolio and effective rebalancing strategies, resulting in solid cash flow.

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Estate Planning

Estate Planning

We work with you and your experts to ensure that your wealth successfully passes between generations.

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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.

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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Schedule a Consultation

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