At LandMark Financial Planning & Advisory, we offer a comprehensive suite of services designed to help address your specific needs, wherever you are in life. We seek to serve our clients first, last, and always. Our services include:
Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
- Retirement Planning Strategies
- Income Planning Strategies
- Education Funding Strategies
- Estate Planning Strategies
- Cash Flow Analysis Strategies
Wealth Management
We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:
- Bonds
- Stocks
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Government Securities
- Brokerage Accounts
- Alternative Investments
- Variable Annuities
Insurance
Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Contact us today to learn more about how our personal, holistic approach to financial planning can help you and your family toward reaching your goals.
