By Richard W. Stout III
On both a local and global scale, the unprecedented uncertainty of the past year and a half has been the cause of increased stress for many people. Corporations and individuals alike are having to constantly adjust to an ever-changing world.
In times such as these, many people respond by putting their financial planning on hold in an effort to avoid adding to their stress. Rather than putting off taking action, let our team at Benchmark Wealth Management act as your support system, helping you to manage the financial stress that you have in your life, and working with you to create a comprehensive financial plan that will meet your needs in this rapidly changing world.
Guiding You Through Challenging Times
We understand that the financial decisions you make can have a lasting impact on those around you. When planning for the future, you may not only need to consider your own needs but also those of the people you love and who may depend on you. Creating a financial plan that takes into consideration where you are financially, where you want to be, and how you are going to get there can be a tall order in this challenging environment.
Planning for retirement, buying a home, and saving for a child’s college education are some of the financial challenges many individuals face today. A dedicated financial planner in your corner can ease the burden of making some of these stressful decisions. Our background and education have informed our ability to analyze our clients’ lifestyles and create a personalized financial plan for them. We want our clients to have confidence in their finances regardless of market conditions or the state of the world around them.
Providing Exceptional Service to You & The People You Care About
Benchmark Wealth Management offers a personalized, white-glove experience. We listen to your needs and provide advice that aligns with your values and expectations. We know the importance of creating a financial plan that helps you take control of your life no matter what challenges you face.
For us, providing trusted fiduciary care is just the beginning of our process. The care and attention we give our clients is what truly sets us apart from other firms. We treat each and every client as if they are our only client. Not many execute a service model to the level we deem necessary. It’s how we do business. No exceptions.
Friends & Family Are Welcome
If you know someone you believe would benefit from our insight and guidance, we welcome the opportunity to meet them. In addition to arranging to meet in person, we can also have impactful conversations by video chat or phone. We know time is valuable – when and how we meet can be personalized to accommodate the busiest of schedules. Please call 860.434.6890 or email me at richard.stout@bwmllc.net to schedule a consultation.
About Rick
Richard W. Stout III is managing director of Benchmark Wealth Management, LLC, with 25 years of experience in the financial industry. He specializes in financial planning and asset management for individuals, families, and institutions seeking to build and monitor durable and sustainable plans for their financial futures. Rick is a Certified Financial Planner™ professional and holds the Accredited Investment Fiduciary (AIF®) designation. He has earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning and holds the Master Planner Advanced StudiesSM (MPAS®). He obtained his MBA from Rensselaer Polytechnic Institute and his BA in Economics and Anthropology from the University of Connecticut. He also completed the Accredited Wealth Management Advisor (AWM®) program through the Estate and Wealth Strategies Institute at Michigan State University. He has extensive background experience in lending, credit review and analysis, and real estate and partnership management. Learn more about Rick by connecting with him on LinkedIn.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, www.iapd.com, searching with our company name or unique identifier, CRD # 160192. Past performance is not a guarantee of future results.
Securities offered by Registered Representatives through Private Client Services, Member FINRA, SIPC in the following states: AZ, CA, CT, FL, KY, MA, ME, MI, MN, NH, NJ, NY, RI, TX. (Securities-related services may not be provided to individuals residing in any state not previously listed) Advisory services offered through Benchmark Wealth Management, LLC a Registered Investment Advisor. Benchmark Wealth Management and Private Client Services are unaffiliated entities.