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Generational Wealth Following A Business Sale Preservation, Protection, Legacy. Overview When a family experiences a liquidity event that will impact the lives of generations to come, it is crucial to have a capable advisory team in place. A few key objectives may include income tax mitigation, estate tax mitigation, asset protection, estate liquidity, cash flow […]
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Corporate Executive Developing a Plan For a Complex Compensation Package Overview Our client has spent her career laser-focused on driving results and organizational excellence in her C-suite position. Lauren’s success over the years has garnered significant reward through company stock options, executive benefits, and direct compensation. Between balancing her work schedule and spending time with
Developing a Plan For a Complex Compensation Package Read More »
Prioritizing Succession While Growing a Business Growth, Legacy, and Family. Overview For over 25 years we have manufactured and distributed high end, custom chairs across the globe. We had also invested heavily in real estate and other local business to help build infrastructure and employment possibilities in an otherwise declining small Ohio town. My children
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NFL Veteran Signs New Contract Planning For The Long Haul Overview After many successful credited seasons playing in the NFL, our client found himself signing yet another multi-million dollar contract — but this time it was different. This one was the largest contract his agent had negotiated, and the fact that he wouldn’t play forever
NFL Veteran Signs New Contract Read More »
Beth Koloseike joins Benchmark Wealth Management as a Client Service Advisor.
Benchmark Welcomes New Team Member: Beth Koloseike Read More »
Between the laughs, financial lessons, and “Shark Tank” presentations, the 4 week program was a success!
Benchmark Leads Financial Wellness Program At St. Monicas – Cincinnati, OH Read More »
On May 28th, the Commerce Department reported that our U.S. economy shrank at an even faster pace than previously estimated in the first quarter of 2020 and consensus expectations are that the second quarter of 2020 will be far worse.
Our Economy Shrank By 5% in the First Quarter Read More »
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