Helping Freinds and Family With Financial Management

By Richard W. Stout III

Are you tired of hearing the word “unprecedented”? Unfortunately, it’s really the best word to describe what we’ve all lived through this past year. A global pandemic marked by nationwide lockdowns—who could have seen that coming? Political, economic, and social unrest, as well as the stress of adapting to new work schedules and environments…probably not what you expected. Perhaps you or someone you know has experienced a job loss or a change in company structure. After a year of our lives being turned upside down by COVID-19, change and uncertainty have become the norm rather than the exception. To say this is a stressful and confusing time is an understatement.

But the good news is that you have someone on your side who is committed to you, your life, and your finances. No matter what happens, you have us to rely on.

Do your friends and family have this kind of support system?

Guidance in Hard Times

Social distancing and isolation measures have resulted in many of us spending much more time at home with our families. At the same time, we’ve been separated from our extended families and social support systems. This has all served to remind us of the importance of friendship and community and forced us to learn how to be there for each other in new ways. We know that you are not just concerned about yourself, but also your loved ones.

There is a lot of fear in our world right now, and fear can make people do unwise things with their money. Our goal is to see you and those you care about weather this storm with confidence and come out the other side ready to move forward and work toward your goals.

If you have friends or family members who are in need of financial guidance during this stressful time, we’d love to be there for them like we are for you, analyzing and evaluating their financial picture and sharing solutions to help them stay on track to reach their goals despite market turmoil and economic uncertainty.

We Are Here for Your Friends and Family…Virtually

We want to let you know that we at Benchmark Wealth Management are still working and operating our business…just not in the same way as before. Whether you are quarantined, sheltering-in-place, or adhering to social distancing guidelines, you are not alone. If you or your loved ones have any questions or concerns about finances, goals, asset allocation, risk, what the markets are doing, or anything that’s causing financial stress, we are available virtually or in person, if needed. Contact us anytime at 860.434.6890 or email me at richard.stout@bwmllc.net and let your friends and family members know we offer a complimentary introductory meeting!

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.

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