Our Services
At BenchMark Wealth Management, our services include:
Advisory Services and Investments
- Investment Advice and Asset Management
- Stocks, Bonds, ETF's and Mutual Funds
- 3rd Party Institutional Money Management
- Roth and Traditional IRAs
- Brokerage Accounts
- Annuities
- Alternative Investments
Financial Planning
- Retirement Planning
- Estate Planning
- Social Security Planning
- Tax Planning
- College Planning
- Cash Flow and Debt Management
- Charitable Giving Strategies
Business Retirement Plans
- 401(k) and 403(b) Plans
- Defined Benefit Plans
- Profit Sharing Plans
- SIMPLE and SEP IRA's
Risk Management
- Disability Income Insurance
- Life Insurance
- Long-Term Care Insurance