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Benchmark Financial
Ignite Financial (IGNITE FI CLUB, LLC) is a registered investment advisor and independent fee-only fiduciary financial planning firm offering advisory services...
Benchmark Financial
Ignite Financial (IGNITE FI CLUB, LLC) is a registered investment advisor and independent fee-only fiduciary financial planning firm offering advisory services in Iowa. The firm provides comprehensive planning, investment management, tax guidance, college planning, insurance planning, and estate preparation, with a focus on low-cost index funds and flat fees rather than commissions. It serves clients from young professionals through retirees, with an emphasis on retirement planning for individuals and couples in Iowa.
General information
Firm type
Asset Manager
Location
Region
Europe
Country
United States
City
Cedar Falls
Corporate office
2616 Orchard Drive, Suite C1, Cedar Falls, Iowa 50613, United States
Principals
Mike Dunlop
CFP® — Partner, Financial Planner; co-founder and partner
Casey Redmond
CFP® — Partner, Financial Planner
Frequently asked questions
What investment philosophy does Benchmark Financial follow?
The firm emphasizes low-cost index funds as a core strategy, guided by the idea that fund expense ratios are a dependable predictor of future performance. Portfolios are diversified across US stocks, international stocks, and bonds. The focus is on long-term, goal-driven allocation rather than short-term market timing.
Which client segments does Benchmark Financial serve?
Benchmark Financial organizes its services around three life stages: young professionals building savings and managing debt, mid-career clients handling college planning and tax strategies, and retirees or pre-retirees focused on Social Security, Medicare, and estate planning. The firm works with clients across the United States, not just those in Iowa.
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