Gary E. Raetz [ChFEBC℠,CLU, CFP, ChFC]
9300 W. 110th St
Corporate Woods Office Park Bldg 55 Ste 110
Overland Park, KS 66210
Original Certification Date: 8/20/2010
ChFEBC℠ Number: O170810GR
Organization: Benchmark Financial Group, LLC
Broker Dealer: Client One Securities, LLC
Phone: 913-534-8254
Fax: 913-534-8254
Email: gary.raetz@bfgkc.com
Website: www.bfgkc.com
States Currently Licensed: NE, KS, MO, AZ, IL, FL, HI, IA, NM
State Insurance License #: 2549870
CRD #: 737057
CFP #: 42123
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: Over 30 years as an advocate for our clients – providing clarity and control. Securities and advisory services offered through Client One Securities, LLC Member FINRA/SIPC and an investment advisor.