Everyone has their own unique goals when it comes to investing. We are here to help you achieve those goals in the most stress-free environment possible. Some important considerations are:Free Consultation
How long do you plan to actively invest? This is usually measured in decades.
How much are you willing to lose, in order to gain? Risk equals reward.
Are you going to spend this money on traveling, your kids, charity, etc?
Whether you are a young professional or in your retirement years, we will find a way to work with you. We require no asset minimum, so even if you're just starting out, we can help.
There is a single factor that has been shown to be correlated with higher returns—low fees. A study conducted by Morningstar® concluded that the expense ratio, or annual cost, of a fund is the only dependable predictor of future performance.1
By dividing your investments across different asset classes (e.g. bonds, U.S. stocks, international stocks) rather than putting all your eggs in one basket, you can reduce risk by letting one part of your portfolio cushion the blow if another part goes down.
Markets consistently fluctuate as speculation and basic human psychology influence investor behavior. Despite this volatility, the overall market has produced a 10.2% gross average return in the last 89 years.
Partner, Financial Planner
Mike enjoys getting to know you as he patiently works with you to develope a financial plan. Above all, Mike understands that your finances can be a senstivie topic, so he goes the extra mile to create an atmosphere of comfort and trust.Free Consultation
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.