Landmark Financial

Depending on the definition of disability as outlined in your policy, you may be able to receive benefits while working part-time. Most policies will allow you to work part-time while on claim; however, typically, you will need to have a certain percentage of your earnings lost to disability for a claim to remain active.

Yes. At Landmark Financial, we offer education planning services and can help guide you around long-term savings tools.

Yes. At Landmark Financial, you’ll work with an experienced advisor to get a balanced plan that’s tailored to your goals, risk tolerance, and timelines.

Yes. If you have concerns regarding your finances, a unique circumstance, or questions about beginning a financial plan, take the first step and simply contact us. We offer a complimentary, no obligation consultation in-person, over the phone, or virtually with one of our experienced advisors. How can we help you plan your path?

Many financial professionals would recommend starting an estate plan the moment you become a legal adult and updating it every three to five years after that. Whether you are the breadwinner in a high-asset household with children and grandchildren or a new college graduate starting your first job, there are compelling reasons to consider the financial health of your family in the event of your death. If you're ready to begin the estate planning process or simply have questions about when you should establish your customized estate plan, contact our professionals today.

A comprehensive estate plan includes six estate planning documents. These documents include a will/trust, a financial power of attorney, an advance care directive, beneficiary designations, a letter of intent, and guardianship designations.

Every individual has distinct needs and aspirations. We assist our clients in identifying the most critical items and then develop and implement a flexible plan to assist them in meeting these objectives. Our firm is cognizant of the fact that the future is unpredictable and uncertain. We guide you along the way in the hope that you will stay on track regardless of what happens. Our firm's combined technical expertise in income taxes and years of experience in investment strategies enables us to identify and implement tax-efficient solutions that are tailored to the specific needs of each client. We partner with you to chart a path forward – with the goal of taking the most appropriate steps in the pursuit of financial goals and keeping the important promises you make to your loved ones.