Benchmark

we are a team of financial professionals with families just like yours we have young children, grandchildren and college students, parents and grandparents. we understand that a financial plan should be about helping you and your family reach the family's goals, not just some number. we understand that you have goals and that finances are only part of the equation to reaching those goals. we use a fiduciary process to help you work towards your goals. we work with you to get you there by preparing benchmarks to guide us over time. we are dedicated to bringing you honest answers about your situation so we can earn both your trust and your business. our annual planning process is designed to help you work towards your goals. with our certified financial planner™ designation, we have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first. our straighforward fee schedule is focused on working with you to reach your goals.