Our Services
Who We Are
Getting Started
Client Update
Landmark in the News
Resources
FAQ
Contact Us
Disclosure
Home

Our Services


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 spending plan
  • 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:

  • Modular and Comprehensive Financial Planning
  • Investment Analysis and Recommendations
  • Asset Allocation Review and Recommendations
  • Investment Implementation (including "no-load" mutual funds)
  • Life and Disability Insurance Needs and Policy 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
  • Investment Tax Planning
  • Estate Planning
  • 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. And we do this with absolutely NO conflicts of interest, by always putting your interests first. 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. Call 585-381-2390 now to schedule your no-obligation Get Acquainted meeting.
 
                                


©2017 Landmark Financial Advisory Services, LLC. All rights reserved.