At Lamkin Wealth Management Strategies In the Press

Strategies

 

At Lamkin Wealth Management, we seek to preserve your capital through active management. Learn more about our strategies here.

Services

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.

Client Resources

Check out our Weekly Commentary here. Are you a Client? Log into your Account View here.

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.

 

Helpful Content

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A Bucket Plan to Go with Your Bucket List

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How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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The Business Cycle

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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This calculator helps estimate your federal estate tax liability.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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