Frequently Asked
Questions

If I live outside of Iowa, will you still work with me?

Absolutely. We leverage technologies like Zoom and Google Meet for more personal meetings, and we are always reachable by email or phone.

Is creating a financial plan the right move for me?

Regardless of your age, income, martial status, or debt scenario, you will benefit from having a financial plan in place.

Do I have enough money to warrant investment advice?

Although we primarily serve individuals with a high net worth, we make exceptions all the time. Reach out to see how we can help.

I'm skeptical about sharing my personal financial information. Is that okay?

At our firm, we aim to build trust with our clients before diving into anything sensitive. We are happy to schedule a meet and greet before the work begins. Above all, we want you to feel safe and comfortable.

Is there a long term commitment to work with you?

You are free to walk away at anytime. We offer various pricing methods that allows for flexibility throughout the working relationship.

It all starts with hello

Fill out this secure form and we'll reach to you within two business days.

What services are you interested in?
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

It all starts with hello.

Fill out this secure form and we'll reach out to you within 24 hours. And we won't send you spam or promotional emails.

BENCHMARK FINANCIAL, LLC (“BENCHMARK FINANCIAL”) is a registered investment advisor offering advisory services in the State[s] of IOWA and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, BENCHMARK FINANCIAL, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. BENCHMARK FINANCIAL does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall BENCHMARK FINANCIAL be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if BENCHMARK FINANCIAL or a BENCHMARK FINANCIAL authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Copyright 2021