At Lamkin Wealth Management, we seek to preserve your capital through active management. Learn more about our strategies here.
Lamkin Wealth Management specializes in wealth planning, trust services, estate planning, risk management planning, small business planning, women’s wealth, and more! Check out our Service Page for more details.
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Trusted Financial Advisory and Wealth Management Services
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.
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.
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
It's important to understand how inflation is reported and how it can affect investments.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A four-step framework for building a personal legacy.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.