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
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What can be learned from the savings rate?
Learn a little about worldwide currency in this fun infographic
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
Are you ready for retirement? Here are five words you should consider.
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
It's easy to let investments accumulate like old receipts in a junk drawer.