Benchmark Financial

CONNECT

Address:

2401 NW Boca Raton Blvd.
Boca Raton, FL 33431

Phone:

(561) 416-2992

Fax/Other:

(561) 416-2993

Who is Benchmark

We are a team of highly experienced licensed financial professionals with over 20 years of service in meeting the needs of families and business owners.

We are a company with the knowledge and the global resources to help you, your family and your business implement insurance, investment and estate planning strategies.

We are business owners with families who understand the financial concerns and issues you are facing and that you have less time and resources to address them.

A financial services firm focused primarily in five areas:


  • Business Succession & Transition Planning – understanding the needs and goals of the  owner/operator of a small to mid size business and developing a personalized exit strategy.

  • Income Replacement & Estate Strategies – providing insurance strategies for families who are concerned about income protection, estate liquidity or wealth transfer.

  • Wealth Planning – creating tax-efficient portfolios for education, accumulation and retirement based on the planning objectives, time horizon, risk tolerance and family needs.

  • Retirement Planning – comparing and analyzing the features, benefits and positioning of retirement products in an individual’s or companies portfolio.

  • Income Distribution Planning – developing tax efficient lifetime retirement income strategies for individuals near, at, or in retirement.




We don’t think of our job as simply protecting your money but believe we’re working to help you realize your vision, your future and your dreams.


 

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