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Your Free Consultation may include:
  • Financial Plan Review
  • Risk Assessment
  • Portfolio Snapshot
  • Asset Allocation / Efficiency Frontier
  • Development of Investment Policy Statement
  • Stock Intersection / Overlap Report
  • Hypothetical Financial Forecast
CLICK SAMPLES BELOW TO SEE SOME REPORTS THAT BENCHMARK CAN CUSTOMIZE FOR YOU

For customer service or questions related to the complimentary 1 hour consultation, contact:
Bernard M. Bowhuis, CFP
Ph: 616-667-8834 | Fx: 616-667-8835
bbowhuis@benchmarkfinancialdesign.com
Services offered in MI, OH and IN.
Investment Advisor Representative of and Securities offered through Founders Financial Securities. LLC.
Member FINRA, SIPC and Registered Investment Advisor.