Our Philosophy
Retire for Life
Our clients frequently love their work. The idea of relinquishing their drive and purpose to retire in the traditional sense may not always be their end goal. Still, our clients have in common the desire to create income that comes in no matter how they spend their time, so they have the freedom to spend their time on projects that bring them passion and purpose. We view retirement as just that. Retire forever. Retire to live. Retire for life.
That is why Benchmark Income Group™ redefines retirement for our clients
Retirement is not about losing your essence. It is taking the reins of your financial situation and leading a purposeful life. Personal savings supplemented a lifetime pension and a robust, healthy social security system worked for our parents and grandparents. Together the three provided a comfortable sunset to their lives. But, as the world changes, so must you.
Pensions are a relic of a bygone era. It would be dangerous to rely on the anemic social security of the present. How you prepare for the future is the foundation for creating the life you want to live. You need a smart, adaptable investment strategy that protects and works to grow your wealth. Smart, adaptable financial advisors like Benchmark Income Group™. We can show you the measurable, tangible impact the numbers make on your life and custom tailor a smart investment strategy for success today that can adapt to tomorrow’s needs.
At Benchmark Income Group™, we believe retirement begins the moment you take control over your financial future – whether you’re working, traveling, or giving back to the world. We’re here to set you free to realize the life you were always meant to enjoy.
Where will life take you when your income works for you?
MORE TALENT. LESS EGO
It is amazing what you can accomplish if you do not care who gets the credit.
-H. Truman
- We find ways to make others feel important
- We are present
- We find common ground to create a meaningful connection
- We communicate everything we are doing in a timely manner
- We have fun in the process!
EXTREME OWNERSHIP
We do what needs to be done when it needs to be done.
- A leader who exercises extreme ownership must be loyal to the team and the mission above any individual.
ACT WITH HONOR
There is no right way to do the wrong thing.
- We are always respectful of each other and our clients
- We find ways to build each other up
- We treat others the way we want to be treated
- We put people before profit
ADVOCATE FOR THE FAMILY
We are champions for your family’s financial health.
- Our plans and actions should facilitate a better life for all generations
- We protect our clients’ family from unidentified risks
- We focus on possibilities
- We create hope for a better future
CONCIERGE SERVICE
We make it easy for a client to work with us.
- We find ways to make others feel important
- We find common ground to create meaningful connections
- We communicate everything we are doing in a timely manner
- We have fun in the process!
Financial Insights
How to Pay for a Wedding While Juggling Your Financial Goals
What is the Appropriate Age to Teach Kids About Money?
Press Recognition
How To Stop Fighting With Your Spouse About Money
Mary Lyons on WFAA: Good Morning Texas
Wealth Woman Featured on Modern Luxury
What does a purposeful life look like to you?
At Benchmark Income Group™, we believe building wealth means securing a lifetime of opportunities for you and your family. Where will life take you when your income works for you?