Our Mission
To help you achieve a better quality of life and to protect your wealth for current and future generations. Everything we do, from the way we work to the way we interact with you, is rooted in a few principles. We communicate clearly. We always do what is right, rather than what is easy. We care for you as if you were a member of our family.
Financial Planning
Financial planning involves examining your entire financial picture and developing strategies to achieve both short-term and long-term goals. From investing
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Investment Management
We manage your investments held at Charles Schwab and Apex, and provide advice on your investments held elsewhere. Our investment
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We Help You Realize Your Goals
Experience
Our team has nearly 50 years of combined experience partnering with clients.
Expertise
We have earned the most rigorous industry credentials: CFP® , CFA, CMFC®, MSF.
Communication
We communicate complex strategies to our clients by using clear and simple examples.
Cash Flow Modeling
Projecting your future cash flows is the starting point to making sound financial decisions.
Wealth Management
We manage your investments so that you don’t have to do anything. We do it for you.
Financial Planning
We cover all the bases: Investing, Taxes, Insurance, Retirement, and Estate Planning.
What We Offer
We provide financial planning and wealth management services to individuals who value using a data-based approach to making decisions. We believe that important decisions should only be made after all possible solutions are first considered. Your plan, based on your personal goals and values, should ensure that your investments, taxes, insurance, retirement needs, and estate plan are all working together intentionally. One simple decision made to your investments has a ripple-on effect to taxes, retirement income, and risk management. Our process is built to optimize the effects that each of these topics has on the others.
We believe that everyone should be able to live the life they deserve. Your goals are what’s most important and our process will help you achieve the lifestyle you desire. Whether you’re nearing retirement or running a business, we can positively impact your success.
Benchmark Financial operates as a fiduciary and as an independent investment advisory firm. This means that we act in our clients best interest and we utilize any financial product from any financial institution thereby allowing us to provide unbiased advice. We leverage the largest financial institutions in the world allowing us to use each financial institution for what they are best at: their products, their research, or their services.