SmartVestor

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Encouraging you with the heart of a teacher.

The SmartVestor Pro advisors at Benchmark Wealth Management are committed to educating and empowering you.

Because ultimately, we want to help you pursue your goals and see your dreams become a reality.

As a SmartVestor Pro,we are committed to:

SmartVestor Pros have a client-first mentality.

We are committed to educating and empowering you. We don’t just offer you a single company’s investment options; we research options to help you pursue your goals.

SmartVestor Pros focus on the long term.

We believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for the future. No account is too small to get started.

OUR RANGE OF Services

With all of our services, we take a people-first approach.

Everything we do is designed to help you pursue your dreams and preserve your values.

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

We offer a diverse group of non-proprietary securities which we cater to your values and philosophy.

We understand that implementing a new plan means uprooting an old one. For that reason, we will also assist with paperwork and navigate the transition with you.

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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​.​

We’ll be here to assist you with the paperwork and navigating the transition from your old plan to your new one.

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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.​​

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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.​

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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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