Financial Planning and Other Services

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.