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.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Earnings season can move markets. What is it and why is it important?
An increasing number have been developed to help individuals with their personal finances.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
With alternative investments, it’s critical to sort through the complexity.
If you died, what would happen to your email archives, social profiles and online accounts?
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.
There are nearly 1,200 ETFs available. Should you invest in them?