Benchmark Financial

CONNECT

Address:

2401 NW Boca Raton Blvd.
Boca Raton, FL 33431

Phone:

(561) 416-2992

Fax/Other:

(561) 416-2993

Frequent Questions

Why Benchmark Financial?

  • We believe an ongoing relationship is more than just numbers and performance.
  • We are a multi-disciplinary firm with each professional having a different set of core competencies, rather than a single advisor handling all aspects of a client’s financial life.
  • We have a vastly different marketing model than most advisors. Our firm spends very little time marketing to the public to acquire new clients. The majority of our clients come from referrals and CPA partnerships. This allows us to spend more time servicing, meeting and gathering ideas for our clients.
  • We have the resources to assist families who have multiple financial needs and concerns.
  • Complete transparency. We take the time for you to understand the fees and charges for our services and/or the products that we offer.

How Can Benchmark Financial Help You?

Integrate

  • We assemble the multiple moving pieces of your financial life into a personal financial plan that matches your goals and objectives.  

Organize

  • We develop a 360° view of your entire financial life and help you organize your insurance, investment, and estate planning strategies into an integrated, cohesive financial plan.

Simplify

  • We provide you with a personal website, which combines all of your personal, business, estate and real estate holdings under a single password protected sign on. You will capture lost hours that were previously spent managing multiple advisors and products and potentially lower your expenses by reducing overlap and duplication of services.

Track

  • We monitor your progress and consistently perform analyses to help ensure all the pieces of your financial puzzle are put together properly and working in unison towards your stated objectives.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck