Client Bill of Rights

10 steps for your financial well-being

At Landmark Wealth Management, LLC we take a holistic approach to financial planning. Our advice is never focused on the sale of a product or security. Rather we take into account the complete financial picture of each individual client while assessing their personal goals and financial circumstances. We typically complete a “Financial Stress Test” by first analyzing factors such as:

  • Income
  • Expenses
  • Assets
  • Insurance Coverage
  • Estate Planning
  • Tax Planning
  • Retirement Goals
  • College Planning

Once we have properly addressed an appropriate measurement of risk, we construct investment portfolios using a Strategic Asset Allocation. Investment solutions are prescribed based on the most cost effective and appropriate solutions available within the marketplace. We utilize investment selection with a focus and emphasis on wealth accumulation, preservation, and wealth transfer.

Our guidance is driven by the belief that a client’s complete wealth management profile must be the paramount focus when addressing their financial plan.