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…


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.


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.

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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.

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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.​​

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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.

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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.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, WI.
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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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