About our program
Benchmark offers access to investment and insurance services through Infinex Financial Group (see disclosure below) to help customers prepare for various lifecycles such as retirement and to build financial security. Our program is called Benchmark Financial Solutions. It is staffed by specially trained, licensed individuals who are part of the Benchmark team but are also employees of Infinex Financial Group. Through Infinex, Benchmark financial consultants are able to offer a wide variety of investment and insurance products and access the information and tools needed to help you make wise investment decisions.
Investment and Insurance Products*
The strategy or "roadmap" that you and your Benchmark Financial Solutions consultant develop might include a variety of insurance and investment products. Some of these products offer the opportunity to grow your assets at a faster rate but generally involve a certain amount of risk. They are not FDIC insured. They include:
- Managed Accounts
- Mutual Funds
- Tax-exempt and income investments
- Tax-deferred annuities
- Life Insurance
- Long Term Care Insurance
- Stocks and bonds
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.
Ready to get started with your long-term financial strategy? Make an Appointment
Need a financial/insurance check-up? (recommended at least every couple of years) Make an appointment with an Infinex consultant.
Just want to learn more about financial planning and investments? Get started with
*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.