A Fiduciary Team Focused on your Road to Retirement
Road to Retirement: Getting off at the Right Exit
While most people are very well informed about what they need to be doing in order to retire, the most common error we see them making over and over again is not understanding the proper time to actually retire.
This is an important thing to do correctly. Do it wrong, and its as if you've gotten off the highway at the wrong exit.
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.
Timothy P. Miller, CIMA®, AIF®
Accredited Investment Fiduciary®, Financial Advisor
(855) 716-6571
Timothy.Miller@benchmarkfa.com
Tim began his career as a financial advisor in 1987 with Merrill Lynch. As both an advisor and a manager at Merrill Lynch and then Smith Barney. Tim has over 30 years’ experience with investment degree from the Wharton School and...
Stephanie Hunter, AIF®
Accredited Investment Fiduciary® , Financial Advisor
stephanie.hunter@benchmarkfa.com
Stephanie Hunter has been a partner at BenchMark Financial Advisors since 2012. Stephanie’s primary role is financial planning; in other words, she helps clients prioritize, set goals and plan for financial security. She has 20+...
Richard Space
Partner
Richard has been helping clients for 25 years with investments and insurance needs. His experience as an attorney helps his clients focus on legal as well as financial issues. He joined Benchmark Financial Advisors to expand the...
Mindy Patterson
Administrative Assistant
Mindy Patterson leads efforts in effective client experience. Her focus is on personalized client service and communications in coordination with the Financial Advisors. She began her career with BenchMark Financial Advisors in January...
Eden Watterson
Administrative Assistant