Individuals & Families | Landmark Wealth Management Group
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.
Beginning
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