Broker Check


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



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