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.
Benchmark Income Group™ redefines retirement for our clients
Retirement is not about losing your essence. It's 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 that 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, and 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—designed by smart, adaptable financial advisors like those at 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
- Our mission is to serve others and that requires humility and competence.
- Pride is concerned with who is right. Humility is concerned with what is right.
- Our goal isn’t to be significant. It’s to make a significant impact for the client.
- If the best is possible, good isn’t good enough.
- We are not defensive—we own our part.
THERE IS NO RIGHT WAY TO DO A WRONG THING
We make the right decision, even when it’s hard.
- We put people before profit.
- We treat others the way they want to be treated.
- We put the greater good above our own self-interest.
FIGURE IT OUT
We do what needs to be done when it needs to be done.
- We aren’t reactive—we’re proactive: we identify the outcome we want and ask questions until we know what to do—then we do it.
- Our sense of urgency matches our clients’ sense of urgency.
- We do what needs to be done when it needs to be done.
- We follow a task to its ultimate conclusion.
- We expect to self-rescue.
GROWTH IN ALL THINGS
Income growth. Liquidity growth. Legacy growth. In that order.
- We are either leaders in our field—or working to become one—and we are constantly becoming better leaders.
- We apply a disciplined and dogged approach to self-improvement.
- We know how to get uncomfortable, try new things, learn, adjust.
- We fail forward: we know that we cannot improve without failure.
- We know that everything we want is on the other side of fear.
- We acknowledge where we are and build a plan to improve.
- We share our knowledge—we don’t hoard it.
IT'S PERSONAL
Our clients aren't just numbers but are people with dreams and feelings. Our job is to know them and help them live an intentional life.
- We hold each other accountable while creating space and grace for those temporarily not at their best.
- We make others feel seen, heard, and understood. We ask questions with an intent to understand, not from a place of judgement.
- We know that we don’t have to agree with someone to understand their perspective.
- We create space for people to live intentional lives, whatever that looks like for them.
- We show up as our whole self.
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?