Your Trusted Financial Partner in Memphis, TN
Investing in People First.
We promise honest financial guidance and clear financial awareness.
The Benchmark Difference
Since day one, we've put people over profit. This has allowed us to help tens of thousands discover financial hope and feel more confident about money.
We believe in the value of listening first and building relationships with our clients. At Benchmark, we aim for clients to feel heard and valued.
The Benchmark Way
Every financial path to retirement is unique. As life and financial objectives change, Benchmark is here to guide you. You don’t have to do this alone. Our advice is highly personalized - keeping in mind your goals, risk tolerance, and current financial obligations.
For over 20 years, our team has helped clients navigate these changes by walking alongside them year after year. By leveraging teamwork, we can dedicate as much time as needed to pursue your goals, while respecting your privacy and availability.
Start Building Your Plan
1.
Let's Chat
Just a time for us to listen and understand you and your goals.
2.
Discover Your Options
A simple plan of options that will help you pursue your goals.
3.
Follow Your Plan
Your plan for retirement is unique. We are here to guide you.
OUR RANGE OF Services
With all of our services, we take a people-first approach.
Everything we do is designed to help you pursue your dreams and preserve your values.
We offer services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education Planning, Debt Reduction Planning, and Savings.
We offer a diverse group of non-proprietary securities which we cater to your values and philosophy.
We understand that implementing a new plan means uprooting an old one. For that reason, we will also assist with paperwork and navigate the transition with you.
We offer services for IRAs, Roth and SIMPLE IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pensions (SEPs), and Municipal 457s.
We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.
Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.
Financial Foundations is our series of FREE – once a month – personal financial workshops. From conquering debt to saving for your future, these workshops will help you pursue your goals.