Services
Why Benchmark Wealth Management?
For two decades, we’ve helped many people discover financial hope, have confidence about their financial future, and pursue their goals.
Honest andtailoredfinancial guidance.
Financial Planning
Retirement and estate planning, education savings, general savings, and cash-flow planning.
Investments
We can help you with a variety of investment related services for: IRAs, Roth 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.
