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WELCOME TO BENCHMARK FINANCIAL

At Benchmark Financial in Bozeman, MT, we can assist you with the many aspects of wealth management and financial planning to help you manage your goals. Our company has the experience to address your complete financial picture, offering comprehensive services and advice.

We Personalize Our Approach for You
We invest time in getting to know you by listening to your desires, requirements and concerns. Our advisor then determines the suitable strategies and approaches for your unique situation. Your best interests are always top of mind at Benchmark Financial. Our financial advisor tailors each element of his services to fit your comfort level and needs, providing education along the way. As a result, you will understand how your wealth management and financial planning benefits your future.

We Provide Extensive Services
Our caring method incorporates knowledge with compassion to ensure you understand the risk, asset allocation and other variables involved in planning your monetary potential. Your needs determine the preparations and accounts that are best for you. Connect with us today at 406-586-3214 to plan your financial future. We are ready to help you outline a plan for your goals.

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We’re here for you!

To educate and help clients make informed decisions regarding all aspects of their financial life.

Investment Planning

Investment Planning

Careful investment planning requires understanding your ability to take financial risks and knowing which investments to invest in. At Benchmark Financial we will examine all of the factors to determine your risk factors and investing capacity.

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Retirement Planning

Retirement Planning

Retirement planning is the process of deciding retirement income goals and the actions you need to take to pursue those objectives. The sooner you begin planning for retirement, the more comfortable your life will be after you stop working.

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Financial Planning

Financial Planning

By working with an experienced financial advisor can help you create a more effective, realistic financial planning strategy. At Benchmark Financial we understand that every person’s financial situation is unique, and the plan you create should match your goals and objectives.

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Estate Planning

Estate Planning

The Benchmark Financial team understands that estate planning can be an uncomfortable process for many people. Trust our dedicated team to help you develop an estate plan that will give you confidence for the future.

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HELPFUL CONTENT

Weekly Market Commentary

Weekly Market Commentary

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LPL Research

LPL Research

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SmartVestor Pro

SmartVestor Pro

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