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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.

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Journey Deeper

Curated content for a financially savvier you.

<p>Tax Deductions You Won't Believe</p>

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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<p>Investment Strategies for Retirement</p>

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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<p>Tips for Finding Care for Your Disabled Child</p>

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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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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