Broker Check

Wealth Accumulation

At Landmark Financial Services Group LLC, we help our clients acquire wealth through focused and disciplined, yet flexible and dynamic wealth accumulation strategies.  We believe a sound financial plan is one that possesses diversification and, most important, personalization.

Our strategies are diligently formed after clearly defining our clients’ financial goals, time horizons, risk tolerance and preferences.  This information provides a solid foundation for unique wealth accumulation plans while serving as a reference guide for ongoing consultations and strategy evaluations.

And no good wealth accumulation strategy is possible without protecting it from the IRS.  That's why we work with the tax experts at our affiliate, Mark W Nichols CPA PC.  Every wealth accumulation strategy that we recommend will always synergize your investment strategy with your tax plan.  And we do it together, all in one location.

Once assets are properly invested and the tax strategies have been implemented, the process of monitoring and managing a plan begins.  At Landmark Financial Services Group LLC, we continuously review and evaluate the wealth accumulation strategies of our clients to ensure they remain aligned with their goals.  We believe client consultations should be frequent, straight-forward, and educational.  


Investment Planning & Review using:

  • Diversification
  • Risk Tolerance
  • Customization

Tax-efficient retirement saving using:

  • 401(k), 403(b), and 457 plans
  • Individual 401(k), Traditional and Roth IRAs, SEP and SIMPLE IRAs
  • Life Insurance and Annuities
  • IRA Rollovers

Education account funding using:

  • 529 Plans
  • Cash Value Life Insurance Plans

Savings for the next generation using:

  • UTMA/UGMA accounts
  • Certain types of trusts

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, can guarantee a profit or protect against loss.

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