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Landmark Financial Planning, LLC
       
 
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Landmark Financial Planning, LLC
 
 
Overview: 

Welcome to the online home of Landmark Financial Planning, LLC!  Located in St. Louis, Missouri.  Landmark is a fee-only financial advisor and Missouri registered investment advisor.  You may be well-suited to working with a fee-only advisor like Landmark if:
   you are looking to work with a completely independent, objective professional who is compensated only by services provided to you, the client, and who does not also sell financial products.


   you don't feel you need a full-time financial planner or money manager, but do value a professional, unbiased opinion to consult with as your situation warrants.

   you enjoy being the do-it-yourself-type when it comes to finances, but want to make certain you have addressed all key points to improve your odds of success.  

   you don't feel you are receiving value for the dollars going to your current financial advisor/broker and want to take back control of your financial affairs.  

   realize you can't procrastinate any longer in regards to your financial planning, but you aren't sure where to start and recent economic conditions have left you overwhelmed and risk-adverse.

Landmark offers as-needed advice, as desired by you, the client.  We consult with you to solve your pressing financial questions, and plan ahead for those larger future goals.
   Retirement planning

   Insurance needs

   Collegiate funding/ 529 plans

   401k/403b/457/IRA questions

   Asset allocation

   Windfalls/inheritance questions

   Divorce/separation and finances

   Cash-flow

   Credit analysis and assistance

   Mortgage planning

   HSAs & Flexible savings accounts


 
 
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