Guiding your journey toward an abundant life
We offer personalized strategies to help our clients reach their financial goals.
Guiding Our Clients On Their Journey Toward Abundance Since 1975
We help guide our clients toward financial peace of mind by striving to offer best-in-class advice and a team culture that centers around integrity and nurturing relationships.
What We Do: Simplifying Your Finances Through 9 Areas of Financial Planning
How We Help You: Landmark Guided Way
The Landmark Guided Way is our personalized planning strategy to help guide you on your journey toward abundance.
It begins by taking time to learn about your goals, values, and what you want out of life.
With the Landmark Guided Way you will have clarity about where you are at, confidence in where you are going, and conviction that you are making the right decisions.
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.
Are you retirement ready?
Try our free Retirement Readiness Calculator to find out where you stand today.