Broker Check

Investment Planning  

Your Portfolio 

Your Portfolio 

At Landmark Wealth Management Group, we get to know you, your financial goals and your personal values in order to design a customized and comprehensive investment plan that’s right for you.

  • Investment strategies and philosophies to help meet your financial goals
  • Proper allocation of your investments to match your risk temperament
  • Flexibility to deal with volatile markets
  • Solutions with guarantees to help protect against market downside
  • Access to a wide range of investments options, including those offered by Schwab, Fidelity, and Vanguard as well as others
Investment Strategies 

Investment Strategies 

Management of your investments, so you’re prepared to meet your future needs and handle market ups and downs along the way.

  • Allocation strategies
  • Diversification strategies
  • Accumulation and distribution strategies
  • ETFs, Mutual Funds, individual securities, cash management
<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn More
<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
Learn More
<p>The Fed and How It Got That Way</p>

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
Learn More