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How we help you accomplish goals.

We believe in goals, not guesswork.

We believe in goals, not guesswork.

We are a dynamic financial planning firm offering flexibility and resources to provide our clients with simple solutions. Our approach, we call the BenchMark Process, is designed to efficiently guide clients to their financial goals. 

Your life is an evolving, changing time line. The BenchMark Process is a fluid and flexible financial plan. We lay out solutions including tax efficiency, income streams, social security maximization and risk assessment. We maintain an ongoing process that allows us to be proactive to major life events and assures that our clients are prepared for them.

Our team prioritizes client services and takes pride in assisting our clients through our process. We have a defined process for every step of your financial journey. 

We are pleased to meet with you to learned about your financial goals and to introduce you to the BenchMark Process

Our annual process keeps us focused on you:

  • Ideal and acceptable goals for your family
  • Time frame and funding helps develop your personal plan
  • Our Benchmark Asset Allocation is focused on your risk tolerance and goals
  • Our Tactical Tilt investing helps us adapt to market changes to reduce risks
  • The Annual plan review helps keep all of us working towards your goals as life changes

Retirement Planning from Benchmark Financial - Serving Beaver, Cranberry, Leetsdale, McCandless, Moon, and Ross Township, PA

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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