Estate Planning

We will help you protect the legacy you've worked so hard to build.

Estate planning is about preserving your values and helping the people and organizations that matter most to you. Together we will chart out a plan that seeks to minimize tax burdens, preserves your assets, and and transfers wealth.

*Benchmark Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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FINANCIAL FOUNDATIONS TRAINING

Personal Financial Freedom Class

Free course from Benchmark Wealth. No Strings Attached Guaranteed.

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.
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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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