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Guiding Our Clients

Since 1977 we have worked with a wide range of clients, including individuals, families,
businesses owners, and employees of Fortune 500 corporations. Through customized financial guidance we help make the complex simple, bringing clarity and order to our clients’ financial lives.

Investment Planning

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Retirement Planning

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Estate and Charitable Planning

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Abundance  (Abun ● dance)

Abundance  (Abun ● dance)

At Landmark Wealth Management Group, we like to say that our team helps guide you on your journey toward abundance. What is abundance?

One of the most common definitions of abundance is “plentiful, an overflowing fullness.” When connected with finances, it can mean affluent or wealthy. But abundance doesn’t mean the same thing to everyone; it doesn’t refer to a particular number. Abundance in your particular situation will depend on your values and goals and what you want out of life. In addition, abundance implies that you have more than you need, allowing you to be generous and share with family, friends, or your favorite charities.

Defining what a life of abundance means to you is the first thing we talk about when we meet with you. Once we’ve determined that, we can help guide you on how to get there. Your definition of abundance may change over time, and it’s ok: We are with you on this life-long journey. And when it’s time to talk to your kids and grandkids about their definition of abundance, we can be there for them too.

Start your Journey

Journey Deeper

Curated content for a financially savvier you.

<p>What Is a 1035 Exchange?</p>

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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<p>How Women Can Prepare For Retirement</p>

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
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<p>What Is My Life Expectancy?</p>

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Thrivent was named one of the “World’s Most Ethical Companies” by the Ethisphere Institute from 2012-Present. 1 of 5 Financial Services Companies awarded.

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