We can help you with a variety of investment related services for: IRAs, Roth and SIMPLE IRAs, 401 (k), 403 (b), Standard Pension, SEPs, and Municipal 457s.
We understand the importance of having a long- term financial plan, a plan that efficiently keeps you on track to meet your long-term personal investment goals, regardless of changing market environments.
We aim to deliver this plan by adhering to the following investment philosophy:
• Long-term view of investing • Investing in asset classes • Utilizing quality mutual funds • Limited individual stock ownership • Monitoring of portfolios
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
The SmartVestorprogram 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.
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.