Working with a financial planning partner who you revere as an indispensable confidant is a tall order, but we gladly take on that challenge every day on behalf of our clients. Our white-glove service means there is personalized, special attention bestowed upon each and every client. We listen and understand your needs.
We are proactively and consistently in touch with you to ensure you stay on course to meet your goals - in fact, we hold you accountable to it. Because of this and our deep consummate relationship, no decision having a potential financial impact on your life goes unconsidered. As a result, you feel fully informed and expertly supported and guided, removing financial anxiety so that you can focus on enjoying your life on your terms.
We are proactively and consistently in touch with you to ensure you stay on course to meet your goals - in fact, we hold you accountable to it. Because of this and our deep consummate relationship, no decision having a potential financial impact on your life goes unconsidered. As a result, you feel fully informed and expertly supported and guided, removing financial anxiety so that you can focus on enjoying your life on your terms.
Services
It's not transactional. We are about numbers, but it's not the only, nor the most important, core tenet. The depth and trust of the relationship is the crux of it all - the foundation of everything we do. We don't do things halfway. We are all in. You will hear from us on a regular basis and we expect the same from you.
With a myriad of sizable assets, you have complex financial scenarios that require high-level strategy and oversight. Having trust that your wealth is being managed effectively and proficiently is essential to achieving peace-of-mind and confidence in your financial future. Our holistic financial planning utilizes one of the top interactive, real-time planning tools in the industry.
By Richard W. Stout III Social Security is an important piece of your retirement puzzle, even if you won't be relying on it to pay the bills. By Thomas Britt Currently the housing market is booming, thanks to record-low inventory, low interest rates, and high demand, (1) so many of us have houses on the brain.
Welcome to a list of books and podcasts that make us think, spark ideas, change the way we think, and read and listen to again (and again). A quick read that hits at the center of many of modern life's worries and toils that offers ways to navigate them and life in general. A tragic history of colonization and the intractable ramifications left behind by the hubris of the British Empire.
At Benchmark Wealth Management, our greatest investment is our relationship with you. That's why we use a personalized approach to financial management as the foundation of our services, taking into account both your individual goals and your entire financial situation. Before we look at any numbers or dive into strategizing, we get to know you and what you want out of life.
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Michael Davis
Sep 15, 2020
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