Landmark Financial Services Home
  • Home
  • About 
    • Meet Our Team
    • Mission
    • Useful Links
    • Blog
    • Our Philosophy
  • Working With Us
  • Events
  • Resources 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Tax Resources
    • Money
    • Lifestyle
    • Glossary
  • Client Center
  • Contact

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

 

Related Content

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Latest Blog Post

The Bear Is Back

June 24, 2022

On Wednesday June 15th, the Federal Reserve raised interest rates by 0.75%.  The next day, the markets continued sliding further into a bear market.  This information breaks down the causes of this new bear market, including...

The American Rescue Plan Act of 2021

April 05, 2021

Major happenings again this past month. A third round of stimulus was passed. This blog breaks down the recent $1.9 trillion stimulus bill passed by Congress. Roughly one year ago, Congress passed the Coronavirus Aid, Relief, and...

The Rest of The Story

November 04, 2020

This year, I accomplished a personal dream. That dream was to hunt elk for the whole month of September, and harvest a bull elk with archery equipment on public land. Many thought I was crazy to spend that amount of time and money to...

 

Sign up for my Newsletter

Thank you!

Error processing your request. Please try again at a later time.

 

Have A Question About This Topic?

Thank you! Oops!
 

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive, Ste. 200, Colchester, VT 05446 (802) 864-6819. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, Vermont. Landmark Financial Services and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted. TC90010(0816)

The views and information contained herein have been prepared independently of the presenting Representative/Agent, are presented for informational purposes only, and should not be construed as investment advice.

Contact

Landmark Financial Services

Office: 802-877-2300

Toll-Free: 800-680-6954

Mobile: 802-578-8620

Fax: 802-877-3597

11 Main Street

Suite B206

Vergennes, VT 05491

castillo_mike@nlgroupmail.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations