Lamkin Wealth "Your Goals Come First"
May 14, 2012
Lamkin Wealth "2012 OUTLOOK"
May 14, 2012
Lamkin Wealth "401K IRA Rollover"
May 9, 2012
Lamkin Wealth "The Unsettled Investor"
May 9, 2012
Lamkin Wealth "Retirement Income Planning"
May 9, 2012
Lamkin Wealth "Retirement Saving & Investing"
May 9, 2012
Articles & Books
Millionaire's Roadmap Driving your way to financial freedom and retirement success
Millionaire's Roadmap is your one-stop guide for all you need to know about
the ins and outs of planning a successful retirement -- something you can
never start to early! Inside Millionaire's Roadmap you'll find:
Strategies to keep you from 'free falling' through retirement
How to clarify your goals, values and principles
How to develop your Financial Life Plan
Tips on cutting through the clutter of financial advisors – your best sources for finding them
Tips on avoiding investment 'lemons'
Tips on tax reduction strategies
Stock picking 101 – how stocks measure up, value versus growth, mutual funds, and new alternatives and much, much more!
Courier-Journal, Louisville
"Snapshot of People at Work" Page 1 - Page 2
A Client-centric Approach to Service
Makes All the Difference
Our service model is built around anticipating client needs
Our responsive, experienced and vigilant team is committed to working dailyon your behalf
Our service contract ensures a proactive approach, guaranteeing regular communication and instilling confidence
Importance of Teamwork
We achieve our high level of service through a team approach. Rather than having just one financial advisor working on your behalf, a dedicated group of professionals oversees your financial plan. In addition to Mark Lamkin, this team consists of wealth planners, wealth advisors and a number of support staff to ensure everything runs smoothly. Learn More
Millionaire's Roadmap
