|
Why Choose Landmark?
Most people, at some point in their life, will have to make a financial decision or a decision with important financial consequences - whether it be how to pay for a child's college education, how to finance their home at the best possible cost, or how to ensure that they don't run out of money over their retirement lifetime. Many will feel overwhelmed by the information, uncertain about their options, or simply make the wrong choices about what to do. A financial planning professional can help.
If you've come to our website and are reading this information, then you either think - or know - that you have a financial planning question that you need a professional's help with. There are three important reasons why we feel Landmark Financial is your best choice, and why we would like you to consider us:
- We do more for you
- We treat your finances like our own
- We save you money
F We do more for you. Our local Yellow Pages list more than 120 individuals and practices among the generic heading of "Financial Planning Consultants." We're confident that all of these individuals are somehow qualified to provide certain kinds of financial advice, but the fact remains that not all of them are financial planners. There are important differences between financial advisors and financial planners, and what each is able to do for you. Financial advisors often limit their advice to some specific aspect of your financial situation, like managing your investments, for instance. Financial planners, by comparison, are broadly-skilled to deal with the entirety of your financial life. We are financial planners.
F We treat your finances like our own. In a manner of speaking, we "eat our own cooking." We recommend to you the same approaches and services that we've found to be effective for our own planning and investing needs, and we help you to implement them in the same low-cost way. By working with us, you eliminate the need for expensive brokers, agents, and other advisors.
F We save you money. To be blunt, we believe there is a significant conflict of interest if an advisor stands to gain financially from any advice or recommendations you may follow. Unlike the majority of financial advisors and financial planning firms, we receive no commissions from the sale of products. Landmark Financial is a strictly Fee-Only financial planning and investment advisory firm, which means that we are compensated solely and directly by the client. Because we do not sell investments or insurance of any type, and refuse third-party compensation of any kind, we are able to maintain absolute objectivity and are completely free to help you implement your investment and insurance solutions in the most economical way possible, including the use of low-cost, "no-load" mutual funds and life insurance (where available).
You No Longer Have To Do It Yourself!
Whether you have a simple concern that requires an immediate, objective solution, or you are looking to transform your life through comprehensive financial planning, we can help you.
If what we've described about us appeals to you, then we invite you to please take a look around the rest of our website and call us if you have any questions, or to schedule a no-obligation Get Acquainted meeting. Thank you.
Competent, Objective Financial Planning and Advice...
It's Just What You've Been Looking For! | 
