At Landmark Wealth Advisors, we understand just how important your financial peace of mind is to secure your family's future. That is why we go beyond just giving you a portfolio based on statistics. Our advisors specialize in managing your investments based on your individual needs.
Every Landmark client receives personalized one on one attention. We help to identify a portfolio based on your short and long term goals; including equity, fixed income, and more.
With Landmark Wealth Advisors, you can make your goals for retirement a reality. Our financial experts know that retirement doesn’t follow the same pathway for everyone, and everyone’s definition of retirement is unique. Some people prefer to work less, some see retirement as a time for a money-making hobby, and yet others don’t want to work at all. Everyone has a different target age when they expect to reach their financial independence. We help you define what this means to you.
After our initial consultation, you will be able to login to our unique onboarding software. Our software’s planning portal is easy to use, and you can use it from the comfort of your own home. In the planning portal, you will answer questions about your goals, assets, and liabilities. Your answers to these questions will allow us to design a course of action tailored to your needs.
WHY HIRE A PROFESSIONAL PLANNER?
Here are some of the benefits:
Financial transactions, decisions and strategies occur regularly in our lives. We help our clients to have sound information and facts relative to all financial matters. Our professionals regularly consult with clients on various financial matters, including assets not managed by our firm. We want to help our clients succeed in every aspect of their financial lives, not just on assets the firm manages or oversees.
We are available to work with your other professionals such as insurance, attorney and CPA in determining your best course of action. Our clients regularly see us as trusted consultants. We enjoy that interaction and appreciate the holistic approach in planning, forecasting and decision making.
At Landmark Wealth Advisors, LLC, we are focused on helping our clients in all financial matters.