Financial Planning
Our financial planning services include:
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Retirement Planning
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Cash Flow Planning
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Debt Payoff Strategies
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Savings
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Education Planning
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Estate 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
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, 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 offer services for IRAs, Roth and SIMPLE 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.
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.
