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Financial Advisor Scottsdale, AZ

Retirement Planning - Tax Planning - Financial Planning - Wealth Management - Income Protection - Accounting & Tax

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Pursue Your Financial Goals with an Expert Financial Advisor in Scottsdale, AZ

Planning for the future is one of the most financially responsible decisions you can make. Landmark Financial, LLC is a leading financial advisory firm in the Scottsdale, AZ area, taking a goal-oriented approach to financial planning has benefitted many clients. With years of wealth management experience, our team members can assist you with retirement planning, estate planning, tax planning, and more, so that you can pursue your goals more easily. Take control of your financial situation and plan for the most favorable outcome for your future.

Retirement Planning in Scottsdale, AZ

Your secure financial future starts today. Building wealth for retirement doesn’t happen overnight, regardless of whether you have a 401K, defined benefit plans, or another safeguard for retirement. Here at Landmark Financial, we can help you plan for your retirement in Scottsdale, AZ, no matter where you are in your career path.

For investment plans such as a 401K, the key to building wealth is to start investing early. Investment accounts depend on your contributions and the amount that your employer matches, so starting early will maximize your returns later on. Investment retirement plans are one of the most common parts of large and small business employee benefits in Scottsdale, AZ, so chances are that you have one.

Even if you have defined benefit plans, where an employer calculates the exact sum of benefits that you are eligible for upon retirement, financial planning is still important. We can help you calculate the exact sum of benefits that you are eligible for depending on your contract, as well as, ensure that you are getting what you deserve.

We can even help you supplement your retirement income with additional investments and membership in profit-sharing plans. Profit-sharing plans are when a business allows you as an employee to reap a portion of the profits.

From the business end of things, we can help you set up small business employee benefits. Contact Landmark Financial today to secure your financial future. Our leading advisors offer personalized solutions for retirement and other financial goals.

Your Tax Planner Will Help You to Reduce Liability

It is so much easier to save for your future with the right tax strategy in place. At Landmark Financial, LLC, we help our Scottsdale, AZ clients reduce their tax liability each year by carefully assessing their unique and individual situations. We develop personalized strategies that focus on reaching financial milestones by reducing the amount you pay in taxes each year. Then, as your position grows, we provide wealth management support in an effort to maximize your position appropriately within your specified schedule so that you can concentrate on enjoying your life.

Contact an Experienced Landmark Financial Planner in Scottsdale, AZ Today

Get on top of your finances and start the process of building wealth with a leading financial advisor in Scottsdale, AZ at Landmark Financial, LLC. Let us design the most appropriate solution that may allow you to more easily pursue your goals. To learn more, contact us today at (480) 272-6752.


7047 E Greenway Parkway, Suite 250, Scottsdale, AZ 85254

Phone: 480-272-6752
Mon-Sun: 8:00 AM - 5:00 PM

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