Investments

What matters most at Benchmark Wealth Management is that you feel heard, cared for, and that we place you before profit.

- Nancy Knous, Founder and Partner

OUR RANGE OF Services

With all of our services, we take a people-first approach.

We offer services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education Planning, Debt Reduction Planning, and Savings.

We offer a diverse group of non-proprietary securities which we cater to your values and philosophy.

We understand that implementing a new plan means uprooting an old one. For that reason, we will also assist with paperwork and navigate the transition with you.

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We offer services for IRAs, Roth IRAs, and SIMPLE IRAs, 401(k) and 403(b), Standard Pension Plans, Simplified Employee Pensions (SEPs), and Municipal 457s.

We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.

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Our life-focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more.

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Financial education is at the heart of Benchmark Wealth Management. Check out our upcoming events and classes in Memphis!

Our Pop-Up Classes are one-time, in-person events designed to provide quick, practical strategies you can apply in your pursuit of financial goals. We want to meet you where you are in your financial journey.

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The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Copyright © 2021. Benchmark Wealth Management
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