Benchmark’s Value to You—The Retiree

Feb 1, 2024 | Retirement Income, Retirement Planning

Retirement is a significant milestone in one’s life.  For federal employees preparing to embark on this journey, having a reliable financial advisor can make all the difference. Benchmark Financial Group offers services to streamline the transition into retirement, acting as a valuable resource to put you on a path to meet your financial goals.

Beginning The Retirement Process

First and foremost, Benchmark Financial Group is committed to assisting retirees in helping them identify and gather the necessary documents needed to get the retirement process started. They help their clients navigate the initial steps of processing your retirement paperwork. The complexity of retirement paperwork can be overwhelming, and having a dedicated team to guide you through this process is invaluable.

Building Long-Term Relationships

Should you decide to make Benchmark Financial Group your partner in retirement management, they are dedicated to building long-term relationships to help you manage your retirement funds effectively. Having a dedicated financial advisor as a resource proves crucial, especially when unexpected events occur. Life is unpredictable, and you may face financial challenges; however, with Benchmark by your side, you can navigate these challenges with confidence.

Striving for Financial Goals

As you enjoy your golden years, the desire to be actively involved in managing your financial investments may diminish. Benchmark recognizes this and steps in to offer comprehensive financial advisory services. As a retiree, you can rest a little easier knowing that a dedicated team is diligently working to meet your financial goals, allowing you to enjoy your retirement without the stress of managing investments on your own.

Maximizing Benefits

Your Federal benefits can be intricate, and without a deep understanding, you may miss out on valuable financial strategies and opportunities. Benchmark Financial Group takes on the responsibility of ensuring that you maximize your benefits. From understanding the intricacies of federal benefits to implementing tailored strategies, Benchmark ensures that you make the most of the resources available to you.

Looking for assistance? We can help!

Retirement should be a time of relaxation and enjoyment, and with Benchmark Financial Group, federal employees can transition into this phase of life with confidence. If you are looking for a guide to help you navigate retirement, Benchmark Financial Group can help. It all starts with gathering your information, discussing your goals, and preparing a plan so that we may help you maximize your income in retirement. With the right strategy, you may get your income equal to or exceed your pre-retirement net income. To get started, schedule an appointment today with Benchmark Financial Group by filling out the form online or calling David Raetz at 913-534-8256 to discuss your financial needs. Benchmark Financial Group is happy to help you navigate your options and determine the best path to move toward your financial goals.

*Securities and Advisory Services Offered Through CreativeOne Securities, LLC  Member FINRA/SIPC and an Investment Advisor.  Benchmark Financial Group, LLC and CreativeOne Securities, LLC are not affiliated.

9300 W. 110th Street, Ste 160
Overland Park, KS 66210

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