Quick Reference Guide

From what to expect at your first appointment, to investing, retirement and insurance – Benchmark Wealth Management is honored to guide you.  Our goal is to be your trusted partner.

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.

 

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright © 2021. Benchmark Wealth Management

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