Products and Services, Benchmark Financial Design Group

Benchmark Financial Design Group, Inc., studies the investment markets on an on-going basis. Through the use of economic data, price and trend analysis, risk analysis, and asset allocation, portfolios are designed using the existing investment selections. These portfolios are created to strive to take advantage of current market trends. When market conditions change, additional options become available or life events occur, new portfolios may be recommended and implemented. However, since trade activity takes place inside the planned sponsor's program usually no trade or transaction fees are incurred. All events inside the qualified program may avoid any current income taxation.