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The Landmark Difference
Financial planning is much more than a return on investment or an extra level of accountability with finances. Financial planning affects attitudes, behaviors, and the accumulation of wealth. Comprehensive planning participants enjoy more control of their finances, are better able to understand complex financial issues, save more, and are more likely to achieve their most cherished financial objectives. Most importantly, they enjoy peace of mind.
Landmark Financial Advisory Services, LLC is an independent, full-service financial planning and investment advisory firm. We offer expert, un-biased advice on every aspect of your financial life, free from all conflicts of interest. We pledge to be your advocate in all matters financial and will work closely with you, one-on-one, in a caring and supportive partnership to help you to achieve your most cherished financial objectives.
Your financial objectives may include:
- Increasing your financial awareness and knowledge
- Developing a budget
- Reducing your investment expenses
- Minimizing taxes
- Providing for a child's education
- Preparing for your retirement
- Creating and preserving family wealth
- Protecting loved ones
- Establishing a charitable legacy
- Gaining financial peace of mind
To help you reach these important goals, our services include:
- Comprehensive Financial Planning
- Budgeting and Cash Flow Plans
- Investment Analysis and Recommendations
- Asset Allocation Review and Recommendations
- Investment Implementation (including "no-load" mutual funds)
- Life and Disability Insurance Analysis
- Long-Term Care Insurance Needs Analysis
- College Savings and Funding Strategies
- Retirement Needs Analysis
- Retirement Savings Plans
- Lump Sum Distribution Planning
- Assistance with Employee Benefit Plans
- Employee Stock Option Analysis
- Tax Planning
- Estate Planning
- Generational Wealth Preservation
- Charitable Gifting Advice
- Second Opinions/Financial Checkups
At Landmark Financial Advisory Services, we cut through all of the confusion and complexity and make even the most difficult financial concepts easy for you to understand. We make financial planning more convenient for you, and we save you money – reducing your investment costs in some cases by half – or more. And we do this with absolutely NO conflicts of interest, by always putting your interests first. Where others merely suggest they put your interests first, we guarantee it. Because we do not sell investments or insurance of any type, and refuse third-party compensation of any kind - from all sources - 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).
EVERYONE can benefit, at some point in their life, from financial planning. Now, everyone can access quality, objective financial planning. Please call us today to schedule a no-obligation Get Acquainted meeting.
Landmark Financial Advisory Services, LLC is a member of The Garrett Planning Network, Inc. (GPN), a nationwide network of Fee-Only financial advisors. Visit us on the Web at www.garrettplanningnetwork.com.
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