Benchmark brochure

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 ...