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Our Company

Landmark Financial Services, LLC was founded over 26 years ago to provide successful business owners and their key executives with world class solutions in executive and employee benefits. As we have matured as a company, so have our product offerings. Our services have expanded to customized retirement solutions, voluntary benefits, estate planning, and charitable giving strategies. We empower our clients with a life time of financial security, independence and peace of mind.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining an annually updated and disciplined planning approach.

Our Principle

Our company is grounded in the Golden Rule. We only advise our clients on what is in their very best interest. No question or need is too small. We welcome your feedback. Schedule an appointment with our fine staff by phone, email, or website contact.  We are thankful for the privilege to serve you.

Our Pledge

Our pledge to you is to accomplish three important things :

  1. Educate you.
  2. Organize your financial affairs.
  3. Help you to be prepared for various challenges we will all likely face in our lives.

We count it a privilege to assist you. Our advisers are prepared to counsel you in areas such as Long-Term "Own Occupation" Disability planning, Long-Term Care planning, Life Insurance, Estate and Business analysis, Employee Benefits, Individual & Group Health Insurance, Group Dental, Retirement plans [401(k), Roth/401(k), Pension Plans, Profit sharing, Simple IRA's, SEP-IRA's, 412(i) Plans, Regular & Roth IRA's, Non Qualified Retirement Plans], Annuity Solutions, and Voluntary Benefits (AFLAC, cancer policies, hospital indemnity, etc.).  Our independent agency is brand neutral and provides you with the very best products to select from, according to the Golden Rule. 

You will be planned, prepared and have peace of mind about your financial future.

Give us a call today! We're here to help you.