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Guiding your journey toward an abundant life

Offering personalized strategies to help you reach your financial goals since 1975


How We Can Help You

The Landmark Guided Way

Personalized planning strategy to guide you

Personalized planning strategy to guide you

The Landmark Guided Way is our personalized planning strategy to help guide you on your journey toward abundance.

Your goals, values, and what you want out of life

Your goals, values, and what you want out of life

We begin by taking time to learn about your goals, values, and what you want out of life.

Clarity, confidence, & conviction in your plan

Clarity, confidence, & conviction in your plan

The Landmark Guided Way provides clarity about where you are at, confidence in where you are going, and conviction that you are making the right decisions.

Who We Do Our Best Work With

Retirees<br/><br/>

Retirees

  • Those who are at or are nearing retirement
  • Those who are already retired
Generational Wealth Transfers

Generational Wealth Transfers

  • Those who are currently working or those who are retired who have or will be receiving an inheritance
Corporate Employees

Corporate Employees

  • Those who work in publicly traded corporations
  • Privately owned small, mid, and large scale companies
Small to Mid Size Business Owners

Small to Mid Size Business Owners

  • First Generation business owners nearing the sale or gifting of the company
  • Transition of multi-generational ownership within families or to 3rd parties

What We Can Do For You 

At Landmark Wealth Management Group, we offer
fin
ancial planning services to help simplify your finances.

Retirement Accumulation Planning

Tax Planning 

Investment Management

Estate Planning

Risk Management

Retirement Income Distribution 

Charitable Planning

Employee Benefits Planning

Business Planning

What Our Clients Are Saying

"Personal rapport has always been an important part of wealth management for us.  Landmark believes in this too and it shows.  Bravo!"


-Steve G.

"In our experience, a person would look long and hard to find a wealth management organization as conscientious, organized, and knowledgeable as Landmark.  When considering Landmark’s welcoming, caring approach, we have found none better.  We are grateful to have them as partners and stewards of our future financial wellbeing."


-Dave P.

"Without the partnership with Landmark, I know we would not be where we are today. Thank you for your dedication to effective and sound advice."


-Todd & Rhonda P.

Abundance  

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

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