Your Trusted Financial Partner in Memphis, TN
Pursue Your Dreams And Preserve Your Values.
We promise honest financial guidance and crystal-clear financial awareness.
Pursue Your Dreams.
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 started Benchmark Wealth Management to help people the right way.
At Benchmark Wealth Management, we believe in the value of listening first and building relationships with our clients. We’ve earned the trust of many by helping them feel heard and valued. SERIOUSLY!
Remove Your Fears And Discover Hope.
You don’t have to do this alone. We know the emotions that come along with the financial decisions you encounter when unexpected life changes happen.
That's why we've spent the last 20 years not only helping people navigate those decisions but also walking alongside them to provide hope.Preserve Your Values.
Start Pursuing Your Dreams
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Let's Chat.
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Discover Your Options.
Crystal-clear guidance and a simple plan of options that will help you pursue your goals and dreams.
3.
Follow Your Plan
Finally, have confidence knowing you’ve gained a trusted financial partner that has placed you before profit.
AS A TRUSTED FINANCIAL PARTNER
Our Memphis area financial planning team is committed to:
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Understanding your needs
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Placing your best interest above everything else
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Providing crystal-clear financial awareness
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Honest advice and guidance
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Developing a goal-focused plan
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Responding quickly to your questions
Services We Provide
Financial Planning
We offer services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education Planning, Debt Reduction Planning, and Savings.
Investments
We offer services for IRAs, Roth and SIMPLE IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pension (SEP), Non-Retirement Accounts, and Municipal 457s.
Life
Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.
Foundations
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.
Financial Foundations
Monthly Personal Financial Workshops From Benchmark Wealth Management.
COVID-19 UPDATE: Due to these unfortunate circumstances, our Financial Foundations workshops are available virtually on our YouTube page.