Let's Build Your Financial Plan
For over 20 years, we’ve helped thousands discover confidence in their financial future and pursue their goals.
How can we build your financial plan together?
In 4 guided steps, gain financial awareness and confidence in your financial future so you can pursue your goals.
STEP 1
Introduction
We want to discover what matters most to you. Prior to our first visit together, you’ll help us by completing our New Client Profile. The profile gives us clues about how to guide the conversation so we can discuss your goals and the best options to pursue them.
STEP 2
Recommendations
STEP 3
Implementation
STEP 4
Monitoring
We will monitor your progress on a daily basis. In addition, we will schedule regular times for us to sit down together and measure the progress of your goals.
We know that sometimes life happens in a way that requires you to adjust or completely change your goals.
We’ll be here with you every step of the way.
Have you tried Wealth Vision?
Wealth Vision can help you:
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Secure online access
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Model financial plans
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Create financial statements
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Monitor your investment strategy
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Keep documents secure
OUR RANGE OF Services
With all of our services, we take a people-first approach.
We offers 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 offers services for IRA’s, Roth and Simple IRA’s, 401K and 403B, Standard Pension Plans, Simplified Employee Pension (SEP), and Municipal 457’s.
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. At any stage in your life, we’re here to help.
Financial education is at the heart of Benchmark Wealth Management. Check out our upcoming events and classes in Memphis!
Our Pop-Up Classes are one-time, in-person events designed to provide quick, practical strategies you can apply in your pursuit of financial goals. We want to meet you where you are in your financial journey.
