LWMG Retirement Specialists
We Are Retirement Specialists
Landmark Wealth's Retirement History
Our team has more than 150 years of experience understanding and applying retirement assets. Specializing in Fortune 500 companies, but not limited to them, our team is built to quickly learn and apply all of your retirement accounts to your retirement plan. Sit down with an advisor today to learn what retirement tools you should be utilizing in your plan.
We Offer Our Clients
- Assistance with identifying your values and goals
- Periodic financial reviews
- An outstanding client service experience and long-term relationship
- A team approach to managing your wealth
- Working relationships with qualified legal and tax professionals
- Acting as a fiduciary as established by the SEC when providing financial planning services
- Periodic email updates on relevant and timely economic issues
- “Economic and Investment Update” events with industry specialists throughout the year
Some of our clients have worked at...
Google - The 3M Company - Intuit - Lockheed Martin - Medtronic
Resources
If you are interested in receiving informational White Papers on the topics listed below, please contact barbarabreheim@landmarkwealth.com
- Non qualified stock options
- Net Unrealized Appreciation (NUA)
- Health Reimbursement Account (HRA)
- Retiree Medical Savings Account (RMSA)
- In-service withdrawals
- Restricted Stock Units
