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.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Earnings season can move markets. What is it and why is it important?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
How will you weather the ups and downs of the business cycle?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.