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
Newsletters
  • Retirement Withdrawal Rates
    During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • How Does Your 529 Plan Stack Up Against the Competition?
    If you're one of the millions of parents or grandparents who've invested money in a 529 plan, now may be a good time to see how your plan
  • I owe a large amount of money to the IRS. Can I pay what I owe in installments?
    Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the IRS, you
  • Will I have to pay a penalty tax if I don't have qualifying health insurance?
    It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured
    
PreviousNext
Tell A Friend Tell A Friend


 
 
 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.