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Lamkin Wealth Management specializes in wealth planning, trust services, estate planning, risk management planning, small business planning, women’s wealth, and more!Learn More
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Trusted Financial Advisory and Wealth Management Services
Our thoughtful, client-centric approach sets us apart. At Lamkin Wealth Management we specialize in working with you to develop and manage a financial plan and investment strategy tailored to your lifestyle goals and objectives. We focus on guiding you through the various financial stages in your life, taking the time to listen to you to understand your unique needs and goals, and helping to craft your personal financial blueprint.
We understand that your life will change and the financial markets will shift over time, so we make it a point to maintain regular contact with you. This allows us to proactively recommend adjustments to reflect changes taking place in your life or the markets, helping ensure that your financial blueprint remains in line with the financial future you envision. Depending on your needs and preferences, you'll enjoy a monthly or quarterly call, as well as an annual plan update, plus an account review, a tax review and a beneficiary and will update. In short, we stay on top of every aspect of your financial plan on an ongoing basis.Contact Us
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.