Benchmark Financial Group, LLC

Benchmark Financial Group, LLC Since 1987, Benchmark Financial Group, LLC has been committed to helping clients realize their financial independence particularly at retirement.

Our approach looks at your overall financial picture, to provide objective advice and build a long-term road map to build wealth strategies to meet your most cherished financials goals.

A new episode of the Federal Retirement Education Podcast is now available!In this episode, David Raetz breaks down reti...
05/27/2026

A new episode of the Federal Retirement Education Podcast is now available!

In this episode, David Raetz breaks down retirement from federal service into three decisions that can shape your income and cash flow.

Watch or listen on your favorite platform!

đź“şYouTube: https://youtu.be/2Yl8Y1_9xPs?si=PNDElmHR2jFxV-lc

🎧Spotify: https://open.spotify.com/episode/1zKOOnWqaCAQB9PRVla7Vi?si=vt4-WcOkTbCxIaslGdUpEg

🎙️ Also Available on Apple Podcasts: https://podcasts.apple.com/us/podcast/before-you-retire-3-decisions-that-can-impact-your/id1760059832?i=1000767794317

There’s still time to register for our Wednesday webinar! If you’re a federal employee thinking about retirement, our up...
05/18/2026

There’s still time to register for our Wednesday webinar! If you’re a federal employee thinking about retirement, our upcoming webinar may help you understand the key milestones that can impact your retirement date.

David Raetz will walk through important considerations around eligibility, benefits, and timing.

Join us on May 20 from 12 - 1 pm. Save your spot here:

đź”— https://bfgkc.com/event/when-should-you-retire/

Deciding when to retire from federal service involves several rules and timing considerations that can affect your eligi...
05/07/2026

Deciding when to retire from federal service involves several rules and timing considerations that can affect your eligibility and benefits.

Benchmark Financial Group’s new article outlines key factors federal employees may want to review as they evaluate potential retirement dates.

đź”— Read the full article: https://bfgkc.com/when-to-retire/

Understanding the differences between retiring at Minimum Retirement Age (MRA), age 60, or age 62 can help you evaluate ...
05/06/2026

Understanding the differences between retiring at Minimum Retirement Age (MRA), age 60, or age 62 can help you evaluate how timing may affect your eligibility and retirement income.

Join David Raetz for our upcoming webinar, “When Should You Retire?” on Wednesday, May 20. He’ll walk through key considerations federal employees may want to review when choosing a retirement date.

đź“… Wednesday, May 20 | Zoom
đź”— Register now at bfgkc.com/event/when-should-you-retire
🎥 Can’t attend live? Register and a recording will be sent to you after the event.

Getting ready for your first meeting with Benchmark Financial Group? Your “Fact Finder” meeting is all about gathering t...
04/30/2026

Getting ready for your first meeting with Benchmark Financial Group? Your “Fact Finder” meeting is all about gathering the information needed to outline your federal retirement picture.

Helpful items to bring:
• Recent Leave & Earnings Statement
• Retirement Estimate or FERS Benefits Statement (Employee Express/MyPay)
• Recent TSP statement
• Any investment statements you want included in your retirement plan
• Details for any life insurance or long‑term care policies
• Social Security statement (available at socialsecurity.gov)
• Divorce decree, if applicable
• Your spouse’s benefit information, if you’d like to review both plans together

Start your planning at bfgkc.com/schedule-appointment.

A new episode of the Federal Retirement Podcast is here! If you’re a federal employee planning for retirement, this one ...
04/29/2026

A new episode of the Federal Retirement Podcast is here! If you’re a federal employee planning for retirement, this one gives you a solid starting point.

In this episode, 'Your Federal Pension: The Foundation of a Confident Retirement Plan', David Raetz from Benchmark Financial Group explains how key decisions can influence your monthly income, survivor benefits, and long‑term retirement strategy.

Topics include:
• FERS Pension & FERS Supplement
• Retirement income sources
• Survivor benefit considerations
• How to begin building your retirement plan

Listen on Spotify, YouTube, or Apple Podcasts and start learning how your benefits fit into your overall retirement picture.

đź“ş Watch now on YouTube: https://youtu.be/2Yl8Y1_9xPs?si=PZ9wqF83WAa9Z7LK
🎧 Listen on Spotify: https://open.spotify.com/episode/1zKOOnWqaCAQB9PRVla7Vi?si=JFooSxc6QcOQ_wJKZhsWig
🎙️ Also Available on Apple Podcasts: https://podcasts.apple.com/us/podcast/your-federal-pension-the-foundation-of/id1760059832?i=1000759823998

Retirement doesn’t happen all at once. It’s a series of choices. each one affecting your income, cash flow, and overall ...
04/09/2026

Retirement doesn’t happen all at once. It’s a series of choices. each one affecting your income, cash flow, and overall confidence.

For FERS employees, knowing what to expect ahead of time can mean less stress and more control as you get closer to your retirement date.

We explore three impactful decisions in our latest blog. Link is in the comments!

Planning for federal retirement can feel like a lot, but having a clear process makes it easier to understand your optio...
04/02/2026

Planning for federal retirement can feel like a lot, but having a clear process makes it easier to understand your options.

We walk you through each step so you can review your benefits and make informed decisions about what comes next.

How it works:

• First Meeting Fact Finder – Bring the documents that shape your retirement picture.

• Second Meeting Review of Pension Options - FEGLI, FERS Supplement, TSP strategy, and a net monthly income comparison.

• Finalize + Implement during Follow-Up Meetings - Confirm your FERS choices, complete your TSP investment and income strategy, and open any needed accounts (Traditional IRA, Roth IRA, after‑tax brokerage).

• Ongoing Review – Keep your plan updated as life and markets change.

This process is designed to help you understand your federal benefits and the decisions available to you.

Address

10975 Benson Drive , Suite 500
Overland Park, KS
66210

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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