2246 Boot Hill Court,
At Benchmark Financial, we're proud to offer a comprehensive array of services for all of your wealth management needs. We're focused on taking time to really listen to our clients' stories so we can tailor a personal financial plan to pursue their short- and long-term interests and goals.
When you meet with us, a financial advisor will speak with you and help you determine where you are in your financial life and determine where you want to be. Then, together we'll create a customized plan. We're not only here to help our clients formulate a plan; we're also passionate about educating them about the details of our various services. After all, when investing it helps to fully understand the aspects of wealth management, such as risk, rate of return, asset allocation and the time it takes to build your wealth using the different approaches.
Our advisor, Paul Jones, is a certified financial planner (CFP) who is certified in helping clients in a large variety of areas in managing their finances such as retirement, investing, education, insurance, and taxes. Becoming a CFP is one of the most difficult certifications that a financial advisors can possess. Be confident that the team at Benchmark Financial obtains the education and ethics to put their client’s best interests at heart.
Whatever point you are in your financial life — whether you've just begun your first job, you're a high- earning professional, or you're preparing to retire soon — we can assist you immediately. We're also excited to grow with you throughout your future.
Paul graduated from Montana State University with a BS in Business/Marketing. He has been a Financial Advisor with Waddell and Reed since 2005, and joined LPL Financial in 2021. He has earned the Certified Financial Planner mark from the CFP® Board, holds the Series 7 and 66 securities licenses with LPL Financial as well as life and health insurance licenses. He also holds the Certified Retirement Planning Counselor CRCP® designation from the College of Financial Planning. Paul has helped develop customized financial plans, recommending investment strategies to help people pursue their goals. He enjoys meeting one on one with clients to help educate them regarding their financial situation.
In his down time he enjoys spending time with his wife and three kids, camping, fishing and being outside.
To educate and help clients make informed decisions regarding all aspects of their financial life.