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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.

My Retirement Savings

My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Where Is the Market Headed?

Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Tax Freedom Day

Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Paying Off a Credit Card

Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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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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