Welcome to Benchmark Financial Services
Benchmark Financial Services is committed to helping our clients improve their long-term financial success by first understanding individual client needs and next providing financial education to our clients.  Our customized programs are designed to help grow and protect our clients' wealth by delivering an unprecedented level of personalized service.  That means, to us, you're more than just a number -- we know your dreams and your goals. And we develop individual strategies to get you where you want to go. In additional, we are big enough to offer you the speed and flexibility that we know you'll need yet small enough to treat you like family.

Welcome to Benchmark Financial Services. And welcome to your financial future.
Latest Video Client Alert
  • When a Saver Marries a Spender, Every Penny Counts
    If you're a penny pincher but your spouse is penny wise and pound foolish, money arguments may frequently erupt. Couples who have opposite philosophies regarding
  • Give Your Retirement Plan an Annual Checkup
    Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't
  • Periodic Review of Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to
  • What is a phased retirement?
    In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement. Specifically, a phased retirement usually refers to an
  • Are federal employees eligible for phased retirement?
    Yes, a phased retirement program is authorized by the Moving Ahead for Progress in the 21st Century Act or MAP-21. In 2014, the United States
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 Securities offered through Woodbury Financial Services, Inc., Member FINRA, and SIPC.  Benchmark Financial Services and Woodbury Financial Services, Inc., are not affiliated entities.

This communication is strictly intended for individuals residing in the state(s) of NC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.