Quick Reference Guide
From what to expect at your first appointment, to investing, retirement and insurance – Benchmark Wealth Management is honored to guide you.
What to Expect
If you’ve never met with a financial advisor, you might be a little apprehensive. Let us set your mind at ease. This guide breaks it down for you…
FAQs
Are you looking for fast answers to our most common questions. We welcome your questions – by phone, over Zoom, or in person.
New Client Profile
Prior to our first visit together, you will help us by completing our New Client Profile. The profile helps us set an agenda and guides the conversation. Completed profiles can be emailed here.
Financial Coaching
Do you have short term financial goals like paying off debt or creating a budget? Financial coaches can provide accountability as they help you develop good money habits. Learn more about financial coaching.
Services and Fees
We value transparency. Our professionals offer brokerage and investment advisory services. Fees we charge for services differ. It’s important to us that you understand the difference.
Benchmark financial advisors prioritize the needs and interests of our clients by providing personalized financial advice. We are committed to adhering to the fiduciary standard for our advisory clients as regulated by the SEC.
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, 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 IRAs, Roth IRAs, 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.
