Welcome! Landmark Financial Services, LLC helps successful business owners, executives and retirees focus, prepare and experience lives of significance. LMFS, LLC specializes in tailor fitted Executive and Employee Benefits Planning.
Would you like to live your desired life by design, not a life by default? You can. Allow us to help you to design and monitor the future you envision.
We are privileged to have enduring business relationships with many successful healthcare professionals (Physicians, Dentists, Veterinarians, Pharmacists, Podiatrists,...), as well as self- employed business owners and executives. They greatly value our professional guidance on: 1) Individual and Group "Own-Occupation / Own-Specialty" Disability Protection, 2) Extended Care / Long-Term Care Planning, 3) Group and Individual Medical Insurance, 4) Business, Personal & Estate Preservation Life Insurance Solutions, 5) Educational Savings (529 no-load plans, Coverdale IRA's), and 6) Retirement planning strategies.
Our well trained team can safely navigate you through the many new healthcare law changes of the Affordability Care Act. We have great expertise in customizing your medical insurance and other vital employee benefits programs.
Serving as your advocate, we will assist you with annually updated planning and customized solutions based on your core values. Knowing you are prepared for the likely variables you will face, you will better enjoy the present and face the future with more peace of mind.
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