Contact

Contact

Comprehensive Financial
Planning

Your life comes first, and money second.

Until we understand what a great life looks like to you we can’t and won’t – make a single financial recommendation.  Yes, the financial piece matters, but it doesn’t exist alone. The money is there as a tool to support you and your family with the life you want to create.

investment
management

investment management

social security
and medicare

social sec. & medicare

College
planning

College planning

Tax
guidance

Tax guidance

insurance
planning

Insurance Planning

estate
preparation

Estate Preparation

Debt managment

Debt Management

Charitable giving

Charitable giving

Free Consultation
Your submission has been received. We will reach out within 2 business days.
Oops! Something went wrong while submitting the form.

It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

BENCHMARK FINANCIAL, LLC (“BENCHMARK FINANCIAL”) is a registered investment advisor offering advisory services in the State[s] of IOWA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, BENCHMARK FINANCIAL, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. BENCHMARK FINANCIAL does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall BENCHMARK FINANCIAL be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if BENCHMARK FINANCIAL or a BENCHMARK FINANCIAL authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Copyright 2021

At Benchmark Financial, we aim to educate as much as advise. Here is our database of recommended books, videos, and terms to further educate yourself.

No matter who you are, we will work with you.

Young Professional

This option usually suits younger individuals that have just entered the work force.

Employer 401(k) Analysis

Employer Insurance Analysis

Student Loan Repayment

Housing & Car Purchases

Debt Management

Investment Strategies

Savings Strategies

Emergency Fund

Budgeting

Established career

This option is best suited for those who are in a mid-life stage, that have been working for roughly a decade.

Kids College Planning

Retirement Planning

Tax Strategies

Insurance Planning

Investment Managment

Emergency Savings

Vacation Home Buying

Charitable giving

Caring for aging parents

Rental Properties

Estate Planning

Retiree / Pre-Retiree

This option is for those who are reired, or close to retirement, and may have a more complex financial picture.

Retirement Planning

Social Security

Medicare

Estate/legacy planning

Insurance Planning

Budgeting

Debt management

Charitable giving

Investment Management

At Benchmark Financial, we aim to educate as much as advise. Here is our database of recommended books, videos, and terms to further educate yourself.

Pricing / Fees

Financial Planning Projects

A project based financial plan is charge as a flat-dollar fee. This fee may vary depending on the complexity of your situation, and can be broken up into separate payments for your budgeting purposes.

$1,500 - $4,000

One Time Fee

Ongoing wealth Management

Wealth management allows for an ongoing relationship where we meet at regular intervals throughout the year and discuss relevant topics.

Total personal assets

Annual
Advisory Fee

$0 - $500,000

0.85%

$500,001 - $1,000,000

0.75%

$1,000,001 - $2,000,000

0.65%

$2,000,001 - $5,000,000

0.45%

$5,000,001 - $10,000,000

0.35%*

$10,000,001 - $25,000,000

0.20%*

Comprehensive, holistic financial planning.

DISCOVER

We dive into your needs, aspirations,
and financial situation.

Indentify

We clarify your goals and financial data.

Analyze

We assess whether the current course of action will achieve your goals. 

DEVELOP

We create and communicate your
financial plan and ongoing strategies.

implement

We put your plan into action based on our professional recommendations.

monitor

We continue to track your plan and
make adjustments when life happens.