Wealth Management

Landmark Financial Services can help you develop and implement customized wealth management strategies designed to take you from "where you are" to "where you want to be".

We do not work for one investment company. Because of our independence, our team will work to help you select the appropriate custodian (Pershing, Charles Schwab, American Funds, etc.) and manage your portfolio(s) in a way that will help you meet your current and future cash flow needs.

1. Establish a direct connection between your life goals and your investment portfolio's and
   
2. Develop a healthy framework for managing your portfolio over time and avoiding some common behavioral mistakes investors make with their portfolios.