As a result of the pandemic and the volatile market, many people are asking the same question:
Are you prepared to fund a 20+ year retirement and does that plan account for less than ideal circumstances?
There’s no question that the Coronavirus has changed the way that we feel about money. With careers and nest eggs seemingly more fragile, many financial planning issues have taken on a new urgency.
More Americans are considering the need for a financial plan. The good thing about having a solid financial plan in place is that when things feel like they are falling apart in the world around you, you’re still starting from a position of strength.
That’s where Benchmark Wealth Management comes in. A financial planner is trained to help you understand your goals and create a plan to achieve them while protecting you from things that might get in your way. This plan is crafted and customized for you.
You deserve a financial future crafted by experts, personalized to your needs and built to ride out any storm.
At Benchmark, we know that our greatest investment is our relationship with you.
If recent events have you thinking about putting a plan in place or if you just want to understand how we work, we’d love to meet you. Call us at 1-860-434-6890 or connect with us online.
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 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. Private Client Services is an unaffiliated entity.
