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Personalized Financial Services

Wealth Planning

One of the personalized financial services we offer is wealth planning. It is a thorough and client-focused financial management program that aims to protect your wealth and address your needs. The most essential part of wealth planning is assessing your current financial situation in relation to your retirement objectives and future investment plans. Our wealth planning advisors, formed by Mark Lamkin, can definitely offer you some of the available financial solutions that will fit your needs. If you have any questions about our wealth planning services, do not hesitate to give us a call or send us an email. Our staff members will gladly assist you and answer your inquiries.

Trust Services

We offer comprehensive trust services customized to help address your needs, such as:

  • Revocable Trusts
  • Charitable Remainder Trusts
  • Irrevocable Life Insurance trusts
  • Administration
  • Tax Impacts/Reporting
  • Compliance Matters
  • Fiduciary Accountability Support

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. Our firm 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

Diseases, accidents, and other unfortunate circumstances always come without warning. And when they do, they tend to make a huge dent to a person's financial status. These ill-fated events are inevitable, but it doesn't mean there's no way to prepare for them. Here at Lamkin Wealth Management, we offer excellent risk management planning services. It's a client-centered financial program that aims to mitigate the impact of any kind of unfortunate event on your financial situation. Our risk management planning services are a way for you to protect your future plans for retirement. It starts with a comprehensive and in-depth review of the risks you might face in the future. The effects of these risks shall be lessened through insurance programs, such as long-term care, life plans, and medical coverages. Feel free to contact us today if you want to learn more about our risk management planning services.

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