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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.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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Estate Management 101

Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Password Protection Strategies

Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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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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