Quick Reference Guide
From what to expect at your first appointment, to investing, retirement and insurance – Benchmark Wealth Management is honored to guide you.
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.
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, 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.