Broker Check

Investment Planning

At Landmark Financial Services Group, LLC we understand everyone has different goals, expectations and reasons for investing. Whether it is to save for retirement, plan for college, or buy a new car, having a strong investment strategy in place can help. 

With every investment decision comes an understanding that you must assume a certain level of risk.  And each person has a different tolerance for assuming such risk. The key to any investment strategy is to achieve the greatest return while managing each person's reaction to the inherent volatility of the markets. 

We can help assess risk tolerance and time horizon in order to customize an investment plan to reach each client's individual needs and goals.   We are committed to a fully integrated approach that is designed to maximize the effectiveness and benefits of our client's overall financial situation. 

Investment Planning & Review using:

  • Diversification
  • Risk Tolerance
  • Customization