Broker Check

Financial Planning

Preparing Your Retirement Foundation

At Benchmark, we believe in simplifying your financial path. Your goals are our priority, and we're here to offer the flexibility and resources you need. Let's have a conversation about your unique financial aspirations. Our exclusive BenchMark Process is designed with you in mind, ensuring a streamlined approach to reaching your objectives. We're excited to meet with you, understand your vision, and show you how our tailored solutions can make your financial goals a reality.

Your Trust, Our Priority

As Accredited Investment Fiduciaries (AIF), we prioritize your trust and financial well-being. Our commitment is rooted in honesty, integrity, and a dedication to avoiding conflicts of interest. When you choose us, you're not just a client; you're our priority. We put your best interests ahead of products, sales goals, or fees, ensuring that every decision is made with your financial goals in mind. Your confidence matters, and we strive to provide timely, clear, and complete information so you can make informed choices. Your confidentiality is paramount, and we only disclose information when authorized by you.

Your Retirement Income is an ongoing process

Your life is a unique journey, constantly evolving and changing. The BenchMark Process is not just a plan; it’s a fluid and flexible roadmap designed to adapt to your needs.  We go beyond mere solutions- we delve into tax efficiency, income streams, social security maximization and risk assessment. Our commitment is to maintain an ongoing, proactive process that anticipates and prepares for major life events.  Your financial journey is as unique as you are, and our goal is to ensure you’re well-prepared every step of the way.

Professionally Managed Investments

Our objective is to provide professionally managed and personalized strategies that provides the income you need, helps grow your income with inflation and preserve your wealth for the future.  We explain the costs associated with our services in a clear and straightforward fashion and there are no hidden costs or fees.  Whether your goals involve building wealth over time or preserving the assets for the next generation, we’ll guide you through investment opportunities in a well-aligned portfolio.  And we will do this through regular meetings and phone conversation and keep you up to date with transparent communications about your investments and the markets.

Risk Management

An important part of successful investing involves identification, analysis, and acceptance of uncertainty. We work with you to determine your risk appetite, develop goals, then implement steps and strategies to help mitigate extreme volatility.

Our Approach

Our process provides a holistic viewpoint, taking into account your goals, timing, and risk appetite. The resulting strategy means optimal allocations, ongoing analysis, and updates, as needed.

Our Approach

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