FAQs

We’re an independent, locally rooted firm — which means we’re not tied to any product line or corporate quota. You get objective advice, genuine personal relationships, and a team that actually knows your name. At a big firm, you might see a different face every few years. At Landmark, you’ll work with the same team meeting after meeting, year after year. We think of our clients as family, and our meetings feel more like catching up with a trusted friend than sitting across a desk from a stranger in a suit.

It starts with a conversation — no sales pitch, no pressure. We want to understand where you are, where you want to go, and what’s standing in the way. From there, we develop a written financial plan that maps your path forward, and we meet regularly to review your progress and adjust as life changes. Think of us as your financial GPS: always recalculating, always oriented toward your destination.

We believe in transparency. Our fee structure is straightforward, and we’ll always explain exactly how we’re compensated before we begin working together. Depending on the type of planning and services involved, we may work on a fee-for-service, assets-under-management, commission, or combined basis. We’re happy to walk you through this during your first meeting.

We work with clients across a range of financial situations. What matters more to us than the size of a portfolio is whether we’re a good fit for each other — and whether we can genuinely help you move forward. If you’re unsure, reach out. The first conversation is always on us.

That’s a great question, and one we hear often. Leaving assets scattered across old employer plans can mean higher fees, less control, and no coordinated strategy. We can help you evaluate your options — whether to leave assets where they are, consolidate them, or roll them into an IRA — and build a plan that puts everything to work together.

It’s never too early — in fact, the earlier we can help you chart your course, the more options you’ll have when you get there. Whether retirement is 30 years away or 3, the right time to start planning is now. We’ll meet you wherever you are on the journey.