Benchmark Financial Design Group
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Financial Planning & Other Services 

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Financial Planning & Other Services

Our unique approach to financial planning and investing is designed to help you take care of your family and enhance the lives of the people most important to you.

We provide leadership that encompasses the entire financial planning and service spectrum. This includes retirement and estate planning to investment and asset management, tax strategies, philanthropy, and more. Our know-how allows us to develop programs customized to meet our clients' individual requirements. In every case, we focus on the goals of those we serve.

Benchmark Financial Design Group, Inc., provides customized financial planning and services appropriate for a client's situation and objectives.

At Benchmark Financial Design Group, Inc., we provide expert assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Unit Investment Trusts
  • Non-Traditional Investments:
    ​REITS & BDCs

Financial Planning

  • Retirement Plans
  • Tax Plans*
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Budgeting

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
*Benchmark Financial Design Group does not provide tax or legal advice.  Clients should consult their tax advisor or attorney for such guidance.  Any discussion regarding taxes or legal matters is for general information only.  
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Services offered in MI, IL, IN, OH, NC, GA, FL, and TX.
Investment Advisor Representative of and Securities offered through Founders Financial Securities. LLC.

Member FINRA, SIPC and Registered Investment Advisor.