David W. Raetz [ChFEBC℠]
9300 W. 110th Street
Suite 160 Corporate Woods Building 55
Overland Park, KS 66210
Original Certification Date 4/14/2011
ChFEBC℠ Number: O170411DR
Organization: Benchmark Financial Group
Broker Dealer: Client One Securities, LLC Member FINRA/SIPC
States Currently Licensed: KS, MO, NE, AZ, FL, IL, HI, IA, NM
CRD #: 5843811
Primary Insurance: As an independent firm we use many different companies. As advocates for our clients we look for the company that will be the best fit for each client.
Primary Investment: We use many different companies – personalized to match the strategies that fit our clients individual goals.
Services: Education and guidance for the federal employee and their family at retirement. Each plan is personalized and bench-marked to the client and their families individual situation. The emphasis is to give the client as much control in retirement as possible.
Additional Information: Building and maintaining a positive reputation in our community, as well as with the agencies and employees – which we have been invited into and have been able to work with – is and always will be most important to us. This is what we strive towards every day!