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Landmark Group

Meet Landmark Group

When it comes to financial planning, our team's approach is built on 3 key components: Wealth Management Investment strategies and philosophies. How to properly allocate your investments to match your risk temperament and goals. Flexibility to deal with volatile markets. Retirement Planning Maximizing your pension, including analysis of the pros and cons of a lump sum pension option vs. a traditional monthly payment. Providing a personalized retirement distribution plan that covers each phase of your retirement. Social Security maximization. Estate and Charitable Giving Strategies Living and death documents. Legacy and charitable planning. Coordination of your retirement plan with your estate plan. Inherited IRA planning for your heirs, including inherited IRA trusts. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.