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