Benchmark brochure

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AGE-27117561.416.2992 • Fax: [phone] • www.benchmarkfinancial.infoPage 1 of 14Table of ContentsI. IntroductionII. Planning PhilosophyIII. Wealth StrategiesIV. Appendix561.416.2992 • Fax: [phone] • www.benchmarkfinancial.infoPage 2 of 14I. Introduction toBenchmark Financial GroupOur goal is to provide you with the confidence that comeswith knowing you have plannedprudently for your future,protected your loved ones, andcreated a plan to achieve what you want from your financial life.561.416.2992 • Fax: [phone] • www.benchmarkfinancial.infoPage 2 of 14Page 3 of 14Benchmark Financial Group Professionals• Over 20 years of combined experience in advising and providing interrelated insurance and financial products• Multi-disciplinary team offering guidance on trust and estate, tax, risk management, wealth enhancement, and distribution issues®• Professional qualifications and designations: CPA, CFP , ChFC, CLU®Roger Kalina, CFP, ChFC, CLURoger is the founder of Benchmark Financial Group and has achieved the professional designations ofCFP® (CERTIFIED FINANCIAL PLANNER™), Chartered Financial Consultant (ChFC), and CharteredLife Underwriter (CLU). He has been in the financial services field for over 10 years and primarily focuseson risk management and wealth transfer issues. Roger is a community leader and has been a Boardmember of The Haven, a local children’s charity that helps abused and neglected boys, since 1998.CFP® and CERTIFIED ...

Informations

• Publié par: Vewyir
• Nombre de lectures: 15
• Langue: English

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AGE-27117

TableofContents

I. Introduction

II. Planning Philosophy

III. Wealth Strategies

IV. Appendix

561.416.2992 • Fax: [phone] • www.benchmarkfinancial.

Page1of14

I. Introduction to Benchmark Financial Group

Our goal is to provide you with the confidence that comes with knowing you have planned prudently for your future, protected your loved ones, and created a plan to achieve what you want from your financial life.

561.416.2992 • Fax: [phone] • www.benchmarkfinancial.in

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Page3of14 eBcnmhrakiFancnialGroupProfesnoissla

Richard Kalina Rich has been employed in the financial services field since 1981. Prior to joining Benchmark Financial Group, he was a Vice President for Prudential Securities, where he focused on portfolio management and fixed income strategies for institutional and high net worth individuals. Rich leads the Wealth Planning Group at Benchmark Financial. He is also active in community activities and is a Board member and co-chairman of the Fund-Raising Committee of the Bob Beamon Golf & Tennis Classic, a charity that supports children’s causes in South Florida.

Roger Kalina, CFP ® , ChFC, CLU Roger is the founder of Benchmark Financial Group and has achieved the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He has been in the financial services field for over 10 years and primarily focuses on risk management and wealth transfer issues. Roger is a community leader and has been a Board member of The Haven, a local children’s charity that helps abused and neglected boys, since 1998. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) are professional designations of the American College.

Jeffrey A. Bolton, CPA Jeff is the managing partner and co-founder of Daszkal Bolton LLP, a professional services certified public accounting firm, and is a co-founder of Benchmark Financial Group. He offers his experience in wealth enhancement from an accounting and tax perspective. Jeff is a community leader, frequent public speaker and serves as co-chairman of the Bob Beamon Golf & Tennis Classic, which benefits The Children’s Place at Home Safe, a residential facility helping abused and neglected children in Palm Beach County. Jeffrey A. Bolton, CPA does not offer tax advice in his capacity as an AXA Advisors, LLC registered representative.

• Over 20 years of combined experience in advising and providing interrelated insurance and financial products  • Multi-disciplinary team offering guidance on trust and estate, tax, risk management, wealth enhancement, and distribution iss ues • Professional qualifications and designations: CPA, CFP ® , ChFC, CLU

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Wealth Planning Services

Risk Management

Your Concerns

Distribution Spending

Wealth Asset Accumulation Protection

Education & Income & Retirement Longevity Planning Strategies

Insurance Planning

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Wealth Transfer

Potential Solutions

Charitable Planning

Estate Planning

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Client Profile Serving three primary areas

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Emerging Affluent Business owners and professionals in the wealth accumulation stage

Risk Management Individuals and businesses who have the desire to protect, distribute and transfer their wealth

Broad-Based Needs Individuals, families and business owners who need help in integrating their insurance, investment, estate and employer sponsored benefit plans

561.416.2992 • Fax: [phone] • www.benchmarkfinancial.in

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Communic

Infor is acc

Informative newsletters

Educational workshops

Interactive online access: www.benchmarkfinancial.info

Conferences with your accountant, attorney and other advisors

Scheduled strategy and performance reviews

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Planning Philosophy

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Achieving Your Goals

We provide easy-to- understand, simple strategies that allow you to focus on what’s important

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The Financial Planning Process

Walkingyou step-by-step through the planning process

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• Discuss life-changing  events • Review implementation • Review plan and  schedule specific • Strategy recommendations Makechangeswhen necessary • • Assist with the  • Determine review Profile •   C a Pr o n e n a s f l i y e r n i m t s   t d h a e t  a planning s p e r l o e d c u t c i t o s n   a o n f d s / u o i r table schedule s services* • Gather information  • Discuss technical  • Assist with the and emotional  implementation •E a s n t d a  b p l r i i s o h ri  t o i b e j s ectives p a l s a p n e n c i t n s g   o o f p e p a o c r h tunit scheduleforproducts Discovery y and/or  services Assess current  • Determine cash flow  • Decide on an • financialsi o t r u i a ti ti e o s n d i p m h plementation ase • Identify pri an concerns • Discuss the financial planning process* *Financial planning services and securities and investment advisory services offered through AXA Advisors, LLC. AXA Advisors is not a tax or legal advisor.

561.416.2992 • Fax: [phone] • www.benchmarkfinancial.info

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Asset Protection Evaluating potential liability and creating strategies to protect assets from litigants, creditors, and family members

*Financial planning services and securities and investment advisory services offered through AXA Advisors, LLC. AXA Advisors is not a tax or legal advisor. 561.416.2992 • Fax: [phone] • www.benchmarkfinancial.in

Wealth Transfer Arranging for a tax-efficient and cost-effective transfer of property

Employee Benefits Implementation and design of employee benefit plans

Risk Management Reviewing potential areas of risk that affect your personal and business life. Including investment, survivor, disability, health, and long term care

Tax Analysis * Analyzing the potential income, estate, and gift tax consequences of your financial portfolio

Wealth Enhancement Developing investment strategies to help create wealth for financial independence and/or education