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.
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Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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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.