Welcome To Benchmark Capital Advisors, Inc |
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Benchmark Capital Advisors, Inc is a fee-only financial investment advisory and financial planning firm in Torrance CA. We look at the big picture concerning your finances and integrate retirement, estate and tax planning with investment management. When you become a client of our firm, we become your personal Chief Financial Officer, offering the resources to coordinate all of your financial needs.
At our Firm we specialize in dealing with clients who are:
- Retiring/Changing jobs and wanting advice on their 401Ks or IRAs.
- Inheriting assets or receiving a lump sum settlement.
- Wanting to delegate management of their portfolio to a trusted professional advisor.
- Looking to alleviate the stress of total financial management.
We assist you in quantifying your hopes and then helping you determine the risk you can take to achieve your goals. Based on your input, we design and implement an investment plan by constructing a diversified portfolio of stocks, ETFs and no-load mutual funds that meet your risk tolerance, time horizon, and specific investment goals.
Our typical client is someone who is looking for the following services:
Investment analysis, portfolio development, and asset allocation. They want a portfolio designed which uses institutional strategies targeted to help them generate an attractive risk-adjusted return. By developing a written financial plan and investment policy statement, we team with you to maintain the discipline needed for long-term success.
Development of a written retirement plan. If your retirement is near, we can help you develop a retirement income plan and budget accordingly. For younger clients, we also prepare long term comprehensive plans with more focus on accumulation and achieving long-term goals.
Tax Planning Almost every financial, investment and estate decision one makes involves paying taxes. As Enrolled Agents EA (an IRS credential) we have the unique ability to integrate investment strategies that are designed to pay the least amount of taxes legally possible while maximizing the return on investment.
Asset Protection & Management. We live in a litigious society. As we build our net worth it becomes important to maintain what we have built. We guide clients that want to protect theirs assets with the use of various financial and legal techniques. There is a myriad of opportunities that we can analyze and recommend.
If you want the guidance of a competent, ethical advisor you can trust, we at Benchmark Capital Advisors, Inc personally invite you to call us today to arrange for your free, no-pressure and no-obligation consultation at 310-540-6197
