At Lamkin Wealth Management, we seek to preserve your capital through active management.Learn More
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
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
When considering life insurance, it's important to understand your options.
Here are six flags that may make your tax return prime for an IRS audit.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding how capital gains are taxed may help you refine your investment strategies.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.