Local Financial Advisor | Tax & Estate Planning

PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest,
we're here to help you work toward your financial goals.

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EXPERIENCE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Landmark Financial on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what, including 401(k) plans, defined benefit plans, profit sharing plans, small business benefits plans, and more.

WHO WE ARE

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, including 401(k) plans, defined benefit plans, profit sharing plans, as well as small business benefits plans, that help take your dreams from what if to when. If you are seeking wealth management services, we can help.

The firm is locally owned with Arkansas offices in Russellville, Rogers, Little Rock, and Fort Smith, and Arizona offices in Surprise, and Scottsdale AZ.

Dale Brunk, CEBS, AIF^®

Financial Advisor

Travis Teague, CFP^®, AIF^®, CPFA

Financial Advisor

Geoffrey Rosen, CEBS, AIF^®, CPFA

Financial Advisor

David Monheit, CPA, PFS

Financial Advisor

Ann Reagan

Client Services Coordinator

Beth Nordby

Wealth Management Assistant

Skyler Webster

Associate Financial Advisor

Lisa George

Wealth Management Assistant

Averie Wofford

Wealth Management Assistant

Breck Hopkins

Associate Financial Advisor

Justina Nicholson

Client Relations Manager

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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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.

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