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Financial Planning

Planning for a lifetime of Financial Success for Individuals and Business Owners!

Benchmark Financial Group, is an investment and financial planning firm that is independent. Our business structure allows us to align our experience with your needs and interests. We offer "Conflict Free" advice to you. We help you with selecting suitable investments and utilizing the retirement tools available to monitor returns and performance. We can assist you with determining your income needs and what actions are necessary to reach your goals.

We also help business owners with developing affordable retirement plans and services for their employees. Our knowledge of the many retirement plans and our communication / enrollment services are essential when competing for employees and keeping them loyal and productive.

Let our years of experience work for you and your family!

Jim D. Duncan* Financial Consultant, Registered Representatives

Jim D. Duncan

*Registered Representatives: Securities and Advisory Sevices offered through Ameritas Investment Corp. (AIC). Member FINRA, SIPC. AIC and Benchmark Financial Group, Inc. are not affiliated. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jursidiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of Oklahoma, Florida, Texas, Kansas, and Iowa. A representative from Benchmark will contact you to provide requested information.