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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
    913-534-8253
  • Address
    9300 W 110th St, #160
    Overland Park, KS 66210

Schedule An Appointment

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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.

This does not constitute an offer to buy or sell any security. Investments in securities are not suitable for all investors. Investment in any security may involve a high degree of risk and investors should review all “Risk Factors” before investing. Investors should perform their own due diligence before considering any investment. Past performance and/or forward looking statements are never an assurance of future results. Investment products, Insurance, and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value. Always read the prospectus before investing.

Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.

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