Benchmark Financial

Form CRS (Client Relationship Summary)

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This Privacy Policy is meant to help you understand what information we collect, why we collect it, and how you can manage your information.

How We Use Data

We use your information to:

Provide services/products. Your information allows us to deliver requested services/products, such as free downloads and blog subscriptions, and it allows us to offer personalized content based on your interests
Maintain and improve services/products. User information helps us ensure that our services/products are being consumed as intended and helps us understand areas where we can improve our services/products.

Managing Data.

You can update your communication preferences or unsubscribe from our marketing communications by clicking the “unsubscribe” link located at the bottom of our emails. You may continue to receive transactional emails, such as billing receipts, when applicable.

Deleting Your Data

We believe that your data belongs to you. Therefore, you may delete your data at any time. Please contact us at [email protected] to request the removal of your information. Please note that as we prioritize the security and integrity of your data, it may take a short period of time for residual copies to be completely removed.

How We Share Data

We do not share or sell your information. We have various security technologies and measures in place to help protect your data from unauthorized access, use, or disclosure. No mobile information, including phone numbers and consent, will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

We may periodically update this Privacy Policy. The most recent version is on this page.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Benchmark Financial, in the rendering of personalized investment advice for compensation, shall not be made without our first complying with jurisdictional requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Benchmark Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and our firm makes no representations as to other parties’ informational accuracy or completeness. The information on this site is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, Benchmark Financial disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Benchmark Financial does not warrant that the information will be free from error.

None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Investments are subject to market risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is not an indication of future results. Your use of the information is at your sole risk. Under no circumstances shall Benchmark Financial be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials on this site, even if Benchmark Financial or a Benchmark Financial authorized representative has been advised of the possibility of such damages. In no event shall Benchmark Financial have any liability to you for damages, losses, or causes of action for accessing this site.