Our Services

Select a service below to learn more

Retirement Income Planning

As you prepare for retirement, you might find yourself focusing on reaching a particular savings goal. Perhaps you set this goal years ago, when you first began saving for your future, or maybe you landed upon a target number more recently. In either case, your top priority is making sure that you can afford your standard of living in retirement, in addition to travel or any other hobbies that you might pursue.

Asset Protection

Risk is inherent in the world of finance. As you enter retirement, you will face a number of risks, such as inflation, taxes, longevity, and market fluctuations. It’s not always possible to completely avoid all risks, but a comprehensive financial plan will include risk management strategies to minimize your exposure.

Estate Planning

While retirement planning often appears to focus on income strategies and building assets, we also must face the inevitable. What will happen to your estate when you pass away? The estate planning process helps you to identify the values of your assets, decide how to pass on those assets to your heirs, and helps you develop strategies to avoid excessive taxes or any extra burden upon your loved ones.

Benchmark Financial Group, LLC

  • Phone
    913-227-4224
  • Fax
    913-562-6708
  • Address
    9300 W 110th St, #160
    Overland Park, KS 66210

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.

Be the First to Know: Webinars, News, and More

Sign up for our email list to stay up to date with the latest news, resources, and opportunities from Benchmark Financial Group. Get updates on upcoming webinars, helpful insights, and tools to support your journey.

You have Successfully Subscribed!