Specializing in Federal Retirement Benefits

Planning your future to meet your goals.
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Preserving and growing your wealth is a daunting task.

Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted “advice,” and paying too much in taxes, commissions, and fees. You deserve more, and we are dedicated to helping solve these problems for you.

Simple yet sophisticated wealth management solutions.

Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience resulting in the wisdom to offer advice that may be best for you.

Comprehensive Financial and Retirement Planning Services

Growth and Protection

During the accumulation phase of your life, we assist you with strategies specifically intended to grow your hard-earned assets while protecting them from losses due to market downturns and taxation.

Income Distribution

When it comes time for you to begin receiving income from your portfolio, we’ll show you strategies that may provide lifetime income and optimize your retirement benefits.

Legacy Planning

Whether it’s an inheritance to your spouse and family, the succession of your business, or charitable gifting options for your estate, we’ll present you with the pros and cons of your options and provide experienced advice.

Schedule An Appointment

Ready to get your financial goals on the right track? It's easy to get started.

Schedule an appointment by filling out the form in the link below.

Discuss your financial goals with a Benchmark Financial Group associate.

Put your financial plan on the right track to meet your objectives.

Get Your Free Guide to Understanding Federal Benefits

Understanding Benefits Video

Webinar Video Library

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Every month we discuss the topics that matter most to you in retirement. Get access to all the latest webinars and learn about what you need to know when preparing for retirement. Enter your name and email below, and we'll send access to our Webinar Video Library directly to your inbox.

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