Investments
Investment Services
We can help you with a variety of investment related services for: IRAs, Roth IRAs, 401 (k), 403 (b), Standard Pension, SEPs, Non-Retirement Accounts, 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
• Invest in asset classes
• Utilize quality mutual funds
• Limited individual stock ownership
• Monitoring of portfolios
All investing involves risk including loss of principal. No strategy assure success or protects against loss.
What matters most at Benchmark Wealth Management is that you feel heard, cared for, and that we place you before profit.
- Nancy Knous, Founder and Partner
OUR RANGE OF Services
With all of our services, we take a people-first approach.
We offer services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education 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 offer services for IRAs, Roth IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pensions (SEPs), and Municipal 457s.
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.
