SmartVestor
Encouraging you with the heart of a teacher.
The SmartVestor Pro advisors at Benchmark Wealth Management are committed to educating and empowering you.
Because ultimately, we want to help you pursue your goals and see your dreams become a reality.
As a SmartVestor Pro,we are committed to:
SmartVestor Pros have a client-first mentality.
We are committed to educating and empowering you. We don’t just offer you a single company’s investment options; we research options to help you pursue your goals.
SmartVestor Pros focus on the long term.
We believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for the future. No account is too small to get started.
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.