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Our Approach: The BenchMark Process

Understanding Your Values

Understanding Your Values

A successful financial plan is based on many things: Investment appetite, risk tolerance and setting priorities. We take the time to listen, using the BenchMark Process to target the intersection between your comfort level and wealth growth. This helps us move forward on a unique, comprehensive strategy that’s best for you and your family.

Focused on Where You Are

Focused on Where You Are

An important aspect of reaching your goals and dreams is understanding your present situation. The BenchMark Process involves an in-depth review on your current financial health. We’ll examine essential documents, such as tax returns, investments, wills and trusts. With this information in hand, we work with you to create the foundation your successful financial plan.

Client Centered

Client Centered

Developing your plan means getting on the same page with you and your family. The BenchMark Process helps clarify your intentions and desired outcomes, with a focus on wants versus needs. Our assistance is ongoing; we continue to monitor your holdings and update, as necessary. The outcome? Successful and continued income generation to support your ideal lifestyle.

Strategies for Every Stage

Whatever your stage, we provide assistance for now and in the future.

Beginning to Save

Beginning to Save

Financial Security

Financial Security

Planning for Retirement

Planning for Retirement

Preparing to Transition

Preparing to Transition

From Asset Growth to Income Distribution

From Asset Growth to Income Distribution

Financial planning needs are ongoing, especially when you reach retirement. We’re here to help you increase your investments, then sustain your retirement life. Our personable, detail-oriented and proactive approach helps you determine the most effective journey between growing your wealth and benefitting from it.

Financial Focus with AdviceWorks Platform

Financial Focus with AdviceWorks Platform

Get free AdviceWorks access on us to see a holistic view of your finances. Keep track of your financial goals and your progress toward them. AdviceWorks allows you to quickly view all your financial accounts in one place, share important information, and measure your progress in real time--all from a single login. Contact our office to enroll today.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Retirement Planning

BenchMark’s experience and services can help you grow and preserve wealth, enabling desired cash flow and income to support your lifestyle, tailored to your needs and goals.

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Our Team

BenchMark’s specialists combine financial understanding and skills with the passion and desire to educate clients.

Meet the Team

Contact Us

We are ready to work with you in crafting a holistic plan that helps support your goals and dreams. For more information, contact us for your no-obligation analysis.

Contact Us Today