Broker Check

Frequently Asked Questions

1. What is unique about the financial journey you guide your clients on at Landmark Wealth?

  • Our first priority is acting as fiduciaries for our clients, that means always making decisions in the best interest of our clients. Second, we listen to determine our clients’ values and goals, so we may truly understand their situation to create a customized plan to map their journey toward abundance. Finally, we enjoy the unique and special relationship our advisors have with our clients helping to educate and guide them to their destination.    

2. Why should I embark on a financial journey with Landmark Wealth?

  • Becoming a part of our Landmark community means building a relationship with our team of advisors that want to help you achieve your life goals. Whether it is traveling the world, helping those less privileged, or making sure your children are taken care of once you’re gone, we want to do everything we can to help you get there, and celebrate along the way.

3. What can I expect at my first meeting?

  • We get to know you and what is most important to you. We will treat any data you provide as confidential, and will explain how we are compensated. If there is agreement to engage our firm, we will then begin building your plan based on your values to guide you step-by-step on your journey toward abundance. 

4. Why do you charge a fee for advice?

  • With our Fee-for-Advice program we will develop a comprehensive financial plan that addresses your unique situation and goals, based on your values. Our firm has significant experience, education and industry designations, like the CFP™ to help you better understand the most appropriate financial strategies for you. Whether you’re a recent college graduate or preparing to retire soon we can help you understand your financial situation and begin planning for your future without the feeling of being committed to a commission-based financial advisor.

5. Do you work with people who live in states outside of California, Minnesota and Wisconsin?

  • Yes. Our advisors are licensed to serve clients across the country.