Your Trusted Financial Partner in Memphis, TN

Pursue Your Dreams And Preserve Your Values.

We promise honest financial guidance and crystal clear financial awareness.

1.

Let's Chat.

No strings attached. Just a time for us to listen and understand your unique concerns, values, and dreams.

2.

Discover Your Options.

Crystal clear guidance and a simple plan of options that will help you pursue your goals and dreams.

3.

Follow Your Plan

Finally, have confidence knowing you’ve gained a trusted financial partner that has placed you before profit.

AS A TRUSTED FINANCIAL PARTNER

Our Memphis area financial planning team is committed to:

  • Understanding Your Needs

  • Placing your best interest above everything else

  • Providing crystal clear financial awareness

  • Honest advice and guidance

  • Developing a goal-focused plan

  • Responding quickly to your questions

Services We Provide

Financial Planning

We offers services for Retirement Planning, Cash Flow Strategy and Planning, Estate Planning, Education Planning, Debt Reduction Planning, and Savings.

Investments

We offers services for IRA's, Roth and Simple IRA's, 401K and 403B, Standard Pension Plans, Simplified Employee Pension (SEP), and Municipal 457's.

Life

Our life focused services include Life Insurance, Disability Insurance Planning, Long-Term Care Planning, Estate Planning, and much more. At any stage in your life, we're here to help.

Foundations

Financial Foundations is our series of FREE - once a month - personal financial workshops. From conquering debt to saving for your future, these workshops will help you pursue your goals.

Financial Foundations

Monthly Personal Financial Workshops From Benchmark Wealth Management.

COVID-19 UPDATE: Due to these unfortunate circumstances, our Financial Foundations workshops are currently postponed. We will restart these workshops as soon as the guidelines from our local authorities have been met.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, WI.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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