Broker Check

Retirement Planning

Landmark Wealth Advisors draws on the extensive experience of our CPAs and CERTIFIED FINANCIAL PLANNERS™ to create clear and actionable financial roadmaps for individuals who are planning for or enjoying retirement. We take an analytical, multi scenario and worst case approach to retirement planning, helping our clients understand the future impact of decisions made today.

Retirees are faced with complex tax laws and investment options. We guide clients through the accumulation of assets for retirement, consolidation of retirement accounts from different stages of one's career, and optimize treatment of various tax-favored assets. We coordinate all of these plans and decisions with estate planning goals including legacy giving, and leaving an inheritance to family members.