We specialize in working with clients who share a few things in common.
Retired or nearing retirement
We are experts in working with clients who are already retired or who are nearing retirement. Our services are specialized to meet the unique needs of retirees and pre-retirees (5 to 10 years to retirement).
Those who recognize the value of guidance from a trusted expert, and would rather be enjoying other pursuits in life.
Retirement is not on your radar just yet, but you are seeking advice from an experienced advisor.
Benchmark provides both Investment Advisory and Financial Consulting services. Our Investment Advisory services are best suited for clients with a minimum of $200,000 in assets under management.Financial Consulting is typically included for Investment Advisory clients.
Clients may elect to hire us solely for Financial Consulting, in which case there is no asset minimum. Clients would simply be billed our hourly fee.
For detailed information on Benchmark's fee schedule, please see our Form ADV Disclosure Brochure, which you can download here.
If you are interested in learning more, please reach out to us. We would love to speak with you.