What We Do

Our goal is to make your story GREAT.
Here is how we strive to help you accomplish that.
 
 

BUILD YOUR PLAN

Comparing today's picture to how you want it to look tomorrow, then mapping out how you seek to get there in 4 simple steps.

1

- Introduction -

 

We ask a lot of questions during our complimentary first meeting.  We want to discover what's most important to you. 

Prior to coming in, you help us by completing the New Client Profile. The profile gives us clues about how to guide the conversation. Outlined by Dave Ramsey’s Baby Steps, we discuss your goals and how to pursue them from right where you are. 

 

WHAT WE OFFER

  • Personal Financial Planning

  • Investment Management

  • Retirement Planning

  • Estate Planning

  • Life Insurance

  • Disability Insurance Planning

  • Long Term Care Planning

  • Wellness in the Workplace

  • Strategic Charitable Giving

  • Check Writing

  • Individual and Joint investment accounts

  • ROTH IRAs

  • Traditional IRAs

  • Non-Deductible IRAs

  • SIMPLE IRAs

  • SEP IRAs

  • 529s

  • UTMA/UGMA

  • Trusts

  • Sector Mutual Funds

  • Asset Class Mutual Funds

  • Individual Stocks

  • Bonds

WEALTH

VISION

Clients with actively managed accounts have access to Wealth Vision, where we bring together all of your financial data for storage and planning.  You will have real-time access to your retirement plan and investment performance. 

WealthVision makes it easy to:

Model cash flow, education, and retirement plans

Create personal financial statements

Monitor your investment strategy

Aggregate estate and financial documents in a secure, easy to access location

Securely share documents and information with other professional on your team.

5855 Ridge Bend Road

Memphis, TN 38120

Office: 901-682-7449

Fax: 901-756-5930

benchmarkinfo@lpl.com

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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.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.

Securities and advisory services offered through LPL Financial, A Registered Investment advisor.  Member FINRA & SIPC.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, WI

Copyright 2018 Benchmark Wealth Management