FAQs

Q. Who Is A Financial Planner?
A: A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives. 

Q. What Should I Look For In A Financial Planner?
A: You should look for a few things in a financial planner: experience in the industry and your market, trustworthiness, a long-standing positive reputation, fiduciary responsibility, no conflicts of interest, reasonable fees, and the ability to work with your current investments and assets. You should also look for an advisor who makes you feel comfortable and has a great personality.

Q. Why Should I Hire A Financial Planner To Manage My Money?
A: Whether you are purchasing a home, planning for retirement or the future of your estate, adjusting your lifestyle to a fixed income, or paying for college, your financial landscape is constantly evolving. You have a vision for the future - we all do. At Landmark Financial, we design goal-based, financial plans that aim to help take your dreams from "what if" to "when." If you are seeking financial planning services, we can help.

Q. What Does A Financial Planner Do?
A: Financial planners help assess your financial situation. They can help you understand what you want your money to do for you (both now and in the future) and help create a plan to get you there. Financial planners can help you reduce spending, pay off debt, and save and invest for the future.

Q. What Service Does a Financial Planner Provide?
A: A financial planner can provide a variety of services. Landmark Financial’s professionals offer the following services: tax planning, tax-smart investing, retirement planning, investment planning, business planning, estate planning, insurance planning, income protection, and education planning.