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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Term insurance is the simplest form of life insurance. Here's how it works.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Have you explored all your options when it comes to managing your taxable income?
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”