Financial Planning

Our financial planning services include:

  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Cash Flow Planning
  • Education Planning

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.

We started Benchmark Wealth Management to be the firm in Memphis that was serious about placing people before profit.

- Nancy Knous, Founder and Partner

Retirement Planning

We believe everyone's financial path to retirement is unique. We believe your path should align with your values and dreams so you're less worried today and totally prepared for your future.

Estate Planning

Estate planning is about preserving your values and helping the people and organizations that matter most to you. Together we will chart out a plan that seeks to minimize your tax burdens, preserves your assets, and transfer your wealth.

Tax Planning

Tax planning is about being proactive and intentional with your financial decisions. We aim to minimize your tax liability and maximize opportunities, so you can keep more of what you’ve earned.

Cash Flow Planning

Caring for your financial health is the backbone of achieving your dreams. Our cash flow planning will provide insight and give you control of what comes in and what goes out on a monthly and yearly basis.

Education Planning

Families often feel overwhelmed trying to build a realistic education savings plan that makes sense. Our goal is to make this easier and achievable for families. Our strategic education planning gives families a clear path to funding their child's education.

Strategic Giving

We can help you discover ways to be strategic, purposeful, and impactful in your giving. Consider organizations close to your heart and close to your home.

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.

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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.

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Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.

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  • Life Insurance Planning
  • Long-Term Care Planning
  • Life Insurance Planning
  • Long-Term Care Planning

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: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI.

Check the background of your financial professional on FINRA’s BrokerCheck.
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.

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5855 Ridge Bend Road
Memphis, TN 38120
(901) 682-7449
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