Our resources are here to support your personal journey.

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 plan that’s right for you. Whether you’re just starting to plan for your optimal lifestyle, transitioning into retirement, or defining your legacy – we are with you on your journey.

Wealth Management

Wealth Management


  • 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

Retirement Planning

Retirement Planning


  • Making the most of your pension, including analysis of the pros and cons of a lump sum pension option vs. a traditional monthly payment
  • Providing a personalized retirement distribution plan that covers each phase of your retirement
  • Making the most of Social Security
  • Providing tax efficiency strategies pre- and post-retirement

Estate & Charitable Strategies

Estate & Charitable Strategies


  • Discuss living and death documents
  • Legacy and charitable planning
  • Coordination of your retirement plan with your estate plan.
  • Inherited IRA planning for your heirs, including inherited IRA trusts
  • Minimize transfer costs and taxation upon death

We can work with you in one of two ways:

Fee-for-Advice

With our Fee-for-Advice we will develop a comprehensive financial plan that addresses your unique situation and goals. The cost depends on the complexity of your financial situation and the analysis required. Working together, we can ensure our recommendations focus on what matters to you.

This relationship is ongoing and you receive written recommendations and analysis on an annual basis. It can be terminated at any time upon your direction.

Services include:

  • Comprehensive financial data gathering and review
  • Retirement accumulation strategies to help you reach your retirement goals
  • Retirement income distribution strategies to help provide you with the income you need
  • Investment planning using appropriate asset allocation based on your risk tolerance, time horizon and goals
  • Estate planning strategies that help preserve and transfer wealth
  • Stock option analysis, including strategies to exercise options and estimate resulting taxation
  • CPA and attorney collaboration to bring clarity to your overall financial picture and implement solutions
  • Acting as a fiduciary as established by the SEC when providing financial planning services to you

Implementation of your written recommendations will be done separately from the Financial Planning Services. You will determine whether and how to implement recommendations.

Managed Accounts Relationship and Financial Products

With our Managed Accounts Relationship and Financial Products we offer a wide array of investment and insurance product solutions and services to help you reach your goals.

Services include:

  • Comprehensive financial data gathering and review
  • Guidance, annual review and ongoing service of investment and insurance products
  • Guidance on investment product and service selection
  • Setup work for new account(s)
  • Information on present investment accounts and investment products
  • Necessary paperwork processing for investment account maintenance
  • Addressing client-initiated phone calls and general questions

Make the most out of your financial journey.

Together, we’ll build a solid financial plan that’s right for you and your family. From retirement planning to long-term care needs, we’ll provide personalized recommendations. We can help you with — or connect you to — information about a variety of financial solutions and services.

Insurance
Life insurance
Disability income insurance
Long-term care insurance

Investments
Mutual funds
Asset allocation strategies
Diversification strategies

Other Services
Charitable giving solutions
Trust services
Education funding

Retirement Accounts
Retirement income planning
Traditional and Roth IRAs

Annuities
Immediate annuities
Deferred annuities