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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Should You Tap Retirement Savings to Fund College?
Three things to consider before dipping into retirement savings to pay for college.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Ascertaining the value of your business is important for a variety of reasons.
It's important to make sure your retirement strategy anticipates health-care expenses.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A look inside the U.S. government's statistics on household net worth.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A four-step framework for building a personal legacy.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, covering how bond laddering works.
What if instead of buying that home, you invested that money?
Have you explored all of your choices when it comes to managing your taxable income?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Smart investors take the time to separate emotion from fact.