Broker Check

Financial Planning & Other Services

How We Work

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:



Check Writing

Common Stock

Debit Card

Educational IRA

Brokerage Accounts

Traditional IRA

Roth IRA


Simple IRA

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Unit Investment Trusts: REITs & BDCs

Financial Planning

Retirement Plans

Tax Plans*

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Management

Money Purchasing Plans

Profit Sharing Plans



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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  616.667.8834