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Wealth Planning

Together, we'll complete a full assessment of your current financial situation as it relates to your retirement objectives, including a financial life plan.

Trust Services

Offered through The Private Trust Company, N.A., you'll have access to comprehensive trust services customized to meet your needs, such as:

  • Revocable Trusts
  • Charitable Reminder Trusts
  • Irrevocable Life Insurance trusts
  • Administration
  • Tax impacts/reporting
  • Compliance matters
  • Fiduciary accountability

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. At Lamkin Wealth Management, we will:

  • Coordinate with your attorney to implement your estate plan from beginning to end
  • Retitle assets to reduce or eliminate estate taxes
  • Retitle assets to avoid probate
  • Conduct bi-annual estate planning reviews

Risk Management Planning

Don't let the unexpected put a halt on your retirement plans. At Lamkin Wealth Management, we'll conduct a comprehensive review of your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage.

Small Business Planning

If you own a small business, our business planning professionals offer a complimentary consultation with you and the key members of your organization to explore how we can best meet your needs, such as:

  • Employee retirement plans
  • Executive compensation
  • Business buy-sell/continuity strategies

Women's Wealth

Women today live longer than men, and increasingly, more women will become the sole financial decision maker in the household. Our national survey found that achieving financial esteem is over seven times more important for women than accumulating wealth. Women see their investments as a way to protect their families and themselves, not as a "wealth scorecard." We understand. By offering education and knowledge, we help you navigate through life's transitions and empower you to protect yourself and your legacy.

Our thoughtful, client-centric approach sets us apart. We take the time to listen to you to gain a complete understanding of your unique situation, and help you develop and manage a financial plan and investment strategy tailored to your lifestyle goals and objectives. Our team approach offers the advantage of 90-plus years of experience, extensive education, and the services of multiple CERTIFIED FINANCIAL PLANNER® practitioners dedicated to the highest degree of integrity and ethics.

Because life is constantly changing, we make it a point to maintain regular contact with you so we can proactively respond to changes in your circumstances or priorities. We are committed to providing you with the caring support and strategic guidance you need, in good times and in challenging ones, as you take steps toward the next chapters of your life.