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Our Approach:  The BenchMark Process:


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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 of 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 full service is ongoing; we continue to monitor your holdings and update, as necessary. The outcome? Successful and continued income generation to support your ideal lifestyle.

Progressive 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 complimentary 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.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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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