Our process entails a cyclical movement of creating a financial plan, managing your investments based on your risk tolerance and tax strategies, and adapting your plan towards your dreams even through all of life's changes and movements. We serve Wexford, Sewickley, Cranberry Twp., Mars, Hampton, Franklin Park and other Pittsburgh Suburbs.
We look forward to working with you through all stages of your life & would love to welcome you to the BenchMark Family! Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
We look forward to working with you through all stages of your life & would love to welcome you to the BenchMark Family! Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Services
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+. Eden Watterson joined BenchMark in the Fall of 2018 after graduating from the University of Pittsburgh.
As Independent Advisors we work for you - not a bank or insurance company. BenchMark does not have sales goals or proprietary investments that may have conflicts of interest. As an independently managed practice our fiduciary approach is designed to give clients greater confidence. We are proud when our clients refer their friends and family so that they too may have a plan of action and confidence in their financial future.
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.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Reviews (3)
Andy Silveira
Nov 06, 2016
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I have worked with Benchmark Financial for pretty good number of years. What I need to mention is they didn't' just shrug off their responsibility with selling an investment plan. They reviewed my experience annually and asked whether I had any further preference or not. Their timely review system is worth mentioning. Great job done guys! You'll go pretty long.
Suzanne Johnson
Aug 10, 2016
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Tim Miller
Jun 08, 2015
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