We firmly believe any successful wealth management plan includes four critical components:  Wealth Accumulation, Wealth Protection, Retirement Income Distribution and Legacy Planning.  At Landmark Financial Services Group LLC, we craft, simplify, and integrate well-developed financial plans that help you achieve and maintain financial independence, develop a plan to transfer assets to loved ones, and create strategies that meet cash flow needs.

It is also our belief that no wealth management plan can be truly effective unless it is synergized with expert tax planning.  Using the tax professionals at our affiliate, Mark W Nichols CPA PC, we ensure that every component of your overall wealth plan incorporates prudent tax strategies. And we do it all in one location, so you can be sure that our teams are constantly working together to craft and monitor your financial plans.