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Wealth Protection and Legacy Planning

At Landmark Financial Services Group LLC, we firmly believe the preservation and constructive transfer of wealth are principal components of a prudent wealth management plan.

We pride ourselves on offering forward-looking and integrated wealth preservation strategies that will ensure a lasting legacy for our clients and their loved ones.  After thorough examination and careful analysis, we are able to present our clients with appropriate and personalized strategies designed to help preserve the future of their wealth.

Clients who work with Landmark Financial Services Group LLC to develop a sound wealth preservatiom strategy gain the security of knowing that steps have been taken using insurance products to help protect their wealth.  Moreover, our clients take great comfort in knowing that their legacy goals have been addressed for them and their loved ones.


Protecting your Income using:

  • Life insurance
  • Disability insurance

Helping to preserve your portfolio using:

  • Annuities
  • Diversification

Protecting your assets using:

  • Long-term care insurance
  • Titling of assets

Wealth transfer using:

  • Properly structured wills and trusts