Benchmark Financial Solutions Consultation Services
The sooner you start investing in your future, the more options you will have. Benchmark’s Infinex financial consultants can illustrate the difference for you. They can also create a strategy to help you reach your goals. It all starts with a financial consultation.
Financial consultations at Benchmark are always free, not only from a cost standpoint but from a commitment standpoint as well. By that, we mean pressure-free and free of obligation.
What to Expect
The first goal of our Infinex consultants is to put you at ease! They want you to feel comfortable and confident talking with them. Then they will ask you a few simple questions, including when you last took a close look at your financial situation. If it's been more than a year, they may suggest a financial review before talking about products or making suggestions. This review is also free of charge and without obligation. The ultimate goal of our Infinex consultants is to educate you about financial options and get you on the road to financial security!
A typical consultation might include:
- A Financial Review
- An Insurance Check-up
- Asset Allocation
- Setting up a Retirement Account
- Setting up an Education Fund
- An IRA Rollover
- A New Investor Program
Want to learn more about the Financial Solutions Program? Read Benchmark Financial Solutions: Today's Answer to Tomorrow's Needs, an in-depth article about the program.
Have questions about our consultation services? Contact a customer service representative.
Ready to talk with Chris or Ashley? now! They will meet with you whenever it is convenient for you at any Benchmark branch. If you are unable to come to our offices, they will be glad to come to your place of business or even your home.
Just want to learn more about financial planning and investments? Get started with MoneySmart.
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.