Benchmark Financial Group, Llc
Benchmark Financial Group is a wealth management firm based in the Kansas City metro specializing in retirement planning, investment strategies, investment advisory services, and federal employee benefits. We help bring clients clarity on CSRS & FERS pension options, FERS Supplement and Social Security timing, and personalized growth, income, and legacy planning strategies for TSP savings. Our mission is to help create value for our clients through the use of various insurance and investment options, and to provide them with stable and confident financial strategies, while maintaining unquestionable ethical standards. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Preserving and growing your wealth is a daunting task. We can guide you through the process.
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Jane Raetz
Training Director · Human Resources
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David Raetz
President · General Business & Management
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Gary E. Raetz
Benchmark Financial Group Llc · General Business & Management
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Patti Riley
Director of Office Operations · Operations
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