Serving Main Street - Not Wall Street - With Independent Unbiased Advice

Welcome to a unique community – one in which client satisfaction and customer service delivers results and fulfillment, a community where a personal relationship and trust is the central theme and foundation, one in which our Financial Advisors act as your personal CFO guiding and directing you every step of the way through the investment process, a community where your dreams are transformed into realities - welcome to Benchmark Wealth Management. Benchmark Wealth Management was founded to provide unbiased, non-proprietary, sound investment advice focused entirely on you and your investment objectives.

In addition to the fun and educational client events we hold - ranging from spa days to wine tasting - we offer the following services:

Strategic Asset Management (SAM) - Providing you with fee-based asset management through LPL Financial, the largest independent brokerage firm in the United States* and a Registered Investment Advisor. Access to over 3,500 mutual funds,stocks, bonds, and alternative investments. This asset management platform allows us to:

>Manage your portfolio and make investment changes as your objectives or the current economic climate changes.

>Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.

>Provide you with simplified performance reporting, making it easy for you to monitor your account.

>Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.

Tax-advantaged investing - To reduce your tax liability and let more of your money work for you

Investment portfolio analysis - To keep you informed of how your investments are performing, and to make adjustments as needed

Regular portfolio reviews - To review your current holdings and help you make any necessary changes or adjustments

Estate Planning - For preservation of wealth from generation to generation

Feeling Abandoned By Your Broker?

A Case for Optimism (Presentation)

*As reported by Financial Planning magazine, 1996-2008, based on total revenue.

 
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

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