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Investments & Insurance Services for businesses

Investment and insurance products are offered by Benchmark's Financial Consultants as an additional way to help you secure your future and strengthen your business. It is important to note, however, that these are not Benchmark products. They are provided by partner companies and are not FDIC insured.

Free Retirement Analysis

No matter how old you are or how long you've had your own business, it's not too soon nor too late to start planning for retirement. Benchmark financial consultants can help both new and well-established business owners formulate a retirement strategy. We start with a needs analysis and customize accordingly.

Retirement Accounts

Benchmark offers a variety of options for building those retirement savings. Our financial consultant can explain each option to you and make recommendations for your particular situation. We can integrate both personal and business strategies to help meet your goals.

401K Set-up and Administration

If your staff has grown and is career-oriented, you may want to consider setting up a 401K plan to help them save for retirement. Offering this type of benefit can help you retain key employees. Our consultants can help you with this process and even help you administer the plan.

Life & Disability Insurance

What would happen if you could not physically operate your business? Or, worse yet, if you were in a fatal accident? Do you have the proper insurance coverage? Benchmark can help you assess both your insurance needs and your current coverage, making sure you are properly protected.

Business Continuation

Simply put, business continuation is a matter of looking toward the future and then developing and implementing a plan of succession. Proper business continuation planning will determine who will take over your business if you die prematurely, become disabled or retire.

Business continuation planning could also save you thousands of dollars -- and hours -- by eliminating the costs, delays and frustration of dealing with the IRS when taxes are contested. Benchmark's financial consultants can help you with this process.

About our Investment Products and Services

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Benchmark Financial Solutions is a trade name of Benchmark Community Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.