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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Ascertaining the value of your business is important for a variety of reasons.
Your credit score may influence how much you pay for auto and home insurance.
It's important to make sure your retirement strategy anticipates health-care expenses.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Simple steps may help you foil hackers and protect your privacy.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.