The Department of Labor states that excessive fees can rob as much as 28% of your retirement assets. That's why it's crucial to keep your retirement plan fees as low as possible.
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At Benchmark Financial, we aim to educate as much as advise. Here is our database of recommended books, videos, and terms to further educate yourself.
This option usually suits younger individuals that have just entered the work force.
Employer 401(k) Analysis
Employer Insurance Analysis
Student Loan Repayment
Housing & Car Purchases
Debt Management
Investment Strategies
Savings Strategies
Emergency Fund
Budgeting
This option is best suited for those who are in a mid-life stage, that have been working for roughly a decade.
Kids College Planning
Retirement Planning
Tax Strategies
Insurance Planning
Investment Managment
Emergency Savings
Vacation Home Buying
Charitable giving
Caring for aging parents
Rental Properties
Estate Planning
This option is for those who are reired, or close to retirement, and may have a more complex financial picture.
Retirement Planning
Social Security
Medicare
Estate/legacy planning
Insurance Planning
Budgeting
Debt management
Charitable giving
Investment Management
At Benchmark Financial, we aim to educate as much as advise. Here is our database of recommended books, videos, and terms to further educate yourself.
A project based financial plan is charge as a flat-dollar fee. This fee may vary depending on the complexity of your situation, and can be broken up into separate payments for your budgeting purposes.
One Time Fee
Wealth management allows for an ongoing relationship where we meet at regular intervals throughout the year and discuss relevant topics.
$0 - $500,000
0.85%
$500,001 - $1,000,000
0.75%
$1,000,001 - $2,000,000
0.65%
$2,000,001 - $5,000,000
0.45%
$5,000,001 - $10,000,000
0.35%*
$10,000,001 - $25,000,000
0.20%*
We dive into your needs, aspirations,
and financial situation.
We clarify your goals and financial data.
We assess whether the current course of action will achieve your goals.
We create and communicate your
financial plan and ongoing strategies.
We put your plan into action based on our professional recommendations.
We continue to track your plan and
make adjustments when life happens.
