Benchmark brochure
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AGE-27117561.416.2992 • Fax: 561.416.2993 • www.benchmarkfinancial.infoPage 1 of 14Table of ContentsI. IntroductionII. Planning PhilosophyIII. Wealth StrategiesIV. Appendix561.416.2992 • Fax: 561.416.2993 • 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: 561.416.2993 • 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 ...

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AGE-27117
TableofContents
I. Introduction
II. Planning Philosophy
III. Wealth Strategies
IV. Appendix
561.416.2992 • Fax: 561.416.2993 • www.benchmarkfinancial.
Page1of14
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: 561.416.2993 • www.benchmarkfinancial.in
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Page3of14eBcnmhrakiFancnialGroupProfesnoissla
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: 561.416.2993 • 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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II.
Planning Philosophy
We promise
your interest
objective fin
you can trust.
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Achieving Your Goals
We provide easy-to-understand, simple strategies that allow you to focus on what’s important
F F a m i l l y y
F F r r i i e e F n r d ie s nds Rec R r e a R c t r io e n c a r ti e CharitablePursuit
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The Financial Planning Process
Walkingyou step-by-step through the planning process
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• Discuss life-changing events • Review implementation • Review plan and schedule specificStrategy recommendationsMakechangeswhen necessary • • Assist with the • Determine review Profile CaPronenasfliyernimtstdhaetaplanningsperloedcutcitosnaonfds/uoirtableschedule sservices* • Gather information • Discuss technical • Assist with the and emotional implementation Easntdabplriisohritoibejsectivespalsapnencitnsgoofpepaocrhtunitscheduleforproducts Discovery y and/or services Assess current • Determine cash flow • Decide on an financialsiotruiatitieosndipmhplementation 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: 561.416.2993 • 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: 561.416.2993 • 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