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
  • Four Questions to Ask Before You Open Your Wallet
    Even if you have the best of intentions, it's easy to overspend. According to a Gallup poll conducted June 9-15, 2014,* 58% of people who had shopped during the
  • Helping Your Parents Manage Their Finances
    As the U.S. population gets older, more people, particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own
  • Importance of Timing a Roth IRA Conversion: An Example
    Conventional wisdom holds that if you convert a traditional IRA to a Roth IRA, you should never pay the conversion taxes from IRA assets. The reason
  • How can college students save and spend money wisely?
    College is a pivotal time in a young adult's life. Students gain a sense of independence that is accompanied by responsibility--especially when it
  • I'm having trouble paying my student loans. Do I have any options?
    If you or someone you know is having difficulty paying back student loans, consider investigating the government's three income-driven repayment
    
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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.