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Lifelong Guidance

Lifelong Guidance

Our advisors can help you create a holistic financial plan that will set you up for success now and in the future. We offer financial services to put you on track for wherever your journey takes you.

We help make your retirement an adventure worth sharing!

Wealth management designed for your life

Wealth management designed for your life

Mark Lamkin and the team at Lamkin Wealth Management will help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

What Is a 1031 Exchange?

What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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Saving for College

Saving for College
This calculator can help you estimate how much you should be saving for college.
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Succeeding at Business Succession

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Do You Owe The AMT?

Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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The History of Currency

The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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To Buy or Not to Buy

To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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Have a Question?

Reach out to us, and we can prepare a strategy for you.

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