At Landmark Wealth Management Group, we work with individuals and families at all stages of their lives. Whether you are single, growing a family, own a business, or transitioning to retirement – we are here to assist you on your journey toward abundance.
Whatever stage you may be at in your life, we are here to guide you.
Establishing financial independenceProviding appropriate risk managementAdvising on cash management strategies
Handling increased demands of older parentsMaking retirement planning commitmentsConsidering investments that offer tax advantages
Planning for children’s education and trainingOptimizing income tax strategiesIncreasing savings and investment for long-range objectivesConsidering Will and Trust arrangements
Creating retirement distribution plansAnalyzing and coordinating legacy planning for family and charity
Women can face different circumstances on their financial journey. At Landmark Wealth Management, we help you chart your financial course to save, invest, and plan.
Challenges that are generally unique to women
Live longerEarn less than menMore likely to take career breaks for caregivingSometimes are more conservative investors
Steps we help women take
Take control of your moneyBecome a more knowledgeable investorPlan for retirementProtect your income and assetsCreate a financial plan to help meet your goals