What’s your vision for retirement?
Spending time with your family, checking travels off your list, or giving time to causes you care about: whatever your vision for retirement, it can’t become reality without a solid plan. At Landmark Financial, we specialize in retirement planning for both individuals and business owners.
Retirement Planning
For Individuals
How can you set your money up to support your retirement goals? Retirement planning goes beyond simply stashing part of your paycheck in a 401(k). We help you create a comprehensive plan, including IRA rollover and distribution planning, income projection analysis, fixed-income strategies, and qualified plan design and compliance. So you can pursue the retirement you’ve always imagined.
Retirement Planning
For Business Owners
How do you determine the right retirement plan for you as a small business owner? Whether it’s a 401(k) plan, defined benefit plan, profit sharing plan, or other small business benefits plan, we’ll help you build and administer the appropriate retirement plan for your business, so you can help set up your employees for potential long-term success.
Team
Meet Your Financial Advisors
FAQ
Questions about retirement planning services?
When you work with us, you get access to an entire team’s worth of expertise. Because we also have an accounting firm, Landmark CPAs, we’re able to use the expertise of tax specialists and financial advisors to craft truly tax-smart wealth management strategies for you.
We work with high-net-worth individuals and business owners to provide tax-smart retirement planning services.
Landmark has 4 offices in Arkansas: Fort Smith, Little Rock, Rogers, and Russellville. And we have 2 offices in Arizona: Surprise and Scottsdale. We serve clients both locally and across the United States.
As soon as you start earning income! The sooner you start saving, the more you’ll accumulate, thanks to compounding interest. Even if it’s just $50 a month, it adds up over time. But don’t worry if you haven’t started. Our financial advisors can help you make a plan that aligns with your goals.
Common advice is an annual retirement savings goal of 10% – 15% of your pre-tax income. However, it all depends on your unique situation and retirement goals. Our financial advisors can help you create a comprehensive retirement plan.
Interested in working with a Landmark financial advisor? Get in touch with us here.
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