FINANCIAL SERVICES

What We Do

Tax Planning

Tax Planning

By leveraging tax and financial advisory experience, Landmark Financial will help ensure your wealth management plan is operating in a tax-optimized manner. This includes making sure that you don’t pay a penny more than the law requires in taxes, and looking for ways to reduce current and future tax burdens

Retirement

Retirement

Whatever your vision of retirement is, diligent and ongoing planning and goal setting are necessary for your retirement to live up to your expectations. Landmark Financial will help you make the most of your employer-sponsored plans, IRAs and other retirement vehicles to make sure your income is sustained during the time when you reward yourself for years of hard work.

Investment

Investment Planning

Many people find the investment planning process to be intimidating, and will often not review investment strategy as often as their lives change. As life and goals change, your investment strategy may need to change. Landmark Financial will continually review your asset allocation needs, help you understand your risk tolerance, and recommend the appropriate investment vehicles to help you protect your wealth and reach your goals.

Education

Education

Considering that education costs increase significantly each year, your children’s education – as well as your current and future lifestyles – depend on the wealth you build up now. It is important to regularly review your specific goals, and actively plan for education costs.

Insurance

Insurance

Illness and injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. If you’ve planned for this possibility, when was the last time you reviewed your plan and does it take into account recent life events? As life changes, so do your insurance needs and necessary strategies to protect your lifestyle and your family who are dependent on your income.

Income

Income Protection

Asset and income protection include strategies to shield assets from illness, taxation, and frivolous claims from third parties. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

Business

Business Planning

Business owners have countless daily demands on their time. Additionally, they must save for retirement and plan for what will happen to the business when the owner retires. Whether it’s a buy-sell agreement between owners or an income preservation plan for your loved ones, Landmark Financial offers comprehensive support for complex business planning needs.

Estate

Estate Planning

Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made in your life. Landmark Financial will work to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries. The goal is to help you leave behind the legacy you desire.

Tax-Smart

Tax-Smart Investing

The Avantax 8-Point Tax Smart Framework Just as our firm is powered by Avantax, Avantax is powered by Tax-Smart InvestingTM (TSI). This proprietary technology is designed to uncover potential tax savings and wealth management strategies for you - all in a fraction of the time it would take manually. The TSI technology helps our firm maintain a critical tax focus on your financial planning strategies and investment decisions. 

Unique

Unique Situations

Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. These events can affect your estate plans and investment strategies. Landmark Financial will guide you through these situations to make sure you are prepared.

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(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

P.O. Box 3068
Wenatchee, WA 98807-3068

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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth ManagementSM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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