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Individuals & Families

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.

Guiding you on your life journey

Whatever stage you may be at in your life, we are here to guide you.


Establishing financial independence
Providing appropriate risk management
Advising on cash management strategies

Family Transitions

Handling increased demands of older parents
Making retirement planning commitments
Considering investments that offer tax advantages

Family Growth

Planning for children’s education and training
Optimizing income tax strategies
Increasing savings and investment for long-range objectives
Considering Will and Trust arrangements

Retirement Evolution

Creating retirement distribution plans
Analyzing and coordinating legacy planning for family and charity

Women and Finance

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 longer
Earn less than men
More likely to take career breaks for caregiving
Sometimes are more conservative investors

Steps we help women take

Take control of your money
Become a more knowledgeable investor
Plan for retirement
Protect your income and assets
Create a financial plan to help meet your goals

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