About
Services
Client Center
Articles & Commentary
Helpful Resources
Tax Strategy Inquiry
Contact

Invesco Tax-Aware Strategies

Additional information about Benchmark Financial and our advisors is also available online at www.adviserinfo.sec.gov.

Any opinions expressed on this website or any social media forum are the opinion or view of Benchmark Financial and/or an advisor of Benchmark Financial and these opinions are subject to change at any time without notice. The content is developed from sources believed to be providing accurate information. Any comments or postings are provided for informational purposes only and does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. The material is not intended to provide specific advice and/or recommendations for any individual. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives and not rely on any post, chart, graph or marketing piece to make a decision. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors. Benchmark Financial is not a broker dealer and does not offer tax or legal advice. Please consult your tax or legal advisor for assistance regarding your individual situation.

Benchmark Financials' Advisory Committee will not have input or access into the registered investment advisory activity related to the client portfolios, trading or investment management of client accounts.

Investment Advisory Services offered through Benchmark Financial Wealth Advisors LLC, an SEC Registered Investment Advisor. Fixed insurance products offered through Benchmark Financial Insurance LLC. Benchmark Financial Wealth Advisors LLC and Benchmark Financial Insurance LLC are separate entities.

View our most recent ADV Part 2A, ADV Part 2B, Form CRS, Privacy Policy and To view our full disclosure, please click HERE

Powered by Twenty Over Ten