Financial Planning
Plans address retirement, taxes, estates, giving, and Social Security.
Benchmark Wealth Management
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About Benchmark Wealth Management
Financial planning and investment guidance are the core services offered by Benchmark Wealth Management. Its comprehensive planning addresses retirement income, tax coordination, estate and legacy considerations, charitable giving, and Social Security optimization. Investment guidance includes diversified portfolios, mutual funds and ETFs, active management, and tax-efficient portfolio strategies through the LPL Financial platform. The firm also supports business owner transitions, inheritance and wealth transfer, divorce financial planning, career changes, and coordination with other advisors. Strategies begin with understanding each client's goals, challenges, and broader financial picture, then align recommendations with long-term needs and lifestyle priorities. Benchmark Wealth Management serves clients in Memphis, Tennessee, from its office on Ridge Bend Road.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Guidance
Diversified portfolios use mutual funds, ETFs, and tax-aware managemen
Transition Support
Guidance covers business changes, inheritance, divorce, and career mov
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