Benchmark Financial Services, LLC, is a holistic Financial Services Firm, offering Choices with Wealth Accumulation and Wealth Protection for Individuals, Business Owners and their Employees. Benchmark is an Independent Agency that offers products and services from many investment companies, money managers and major health insurance carriers.
Benchmark's professionals help people and business owners plan for their retirement. The professionals at Benchmark can educate you in the areas of investment options and retirement income planning. They can help you with solutions to the Medicare gaps that could affect you. Benchmark can help you minimize your health, life and investment risk.
Benchmark's professionals help people and business owners plan for their retirement. The professionals at Benchmark can educate you in the areas of investment options and retirement income planning. They can help you with solutions to the Medicare gaps that could affect you. Benchmark can help you minimize your health, life and investment risk.
Services
The financial management process begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
As you prepare for our initial meeting, consider the topics discussed in these brief summaries and how they relate to your long- and short-term financial goals. Imagine waking up on your first day of retirement. What will you do all day? Play golf? Romp with the grandkids? Go sailing or take a trip?
If you own a successful business, you know the meaning of hard work and what satisfaction truly feels like. If you also have the responsibility of supporting a family, you know what it's like to occasionally accomplish the impossible. Here is some information to help you prepare for our meeting and get you thinking about possible solutions to your needs.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
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