Personalized Financial Services

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. 

By working with Lamkin Wealth Management, together we will establish an estate plan as part of your comprehensive wealth plan, which can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. 

Risk management planning is a client-centered financial program that aims to mitigate the impact of any kind of unfortunate event on your financial situation. Our services provide 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. 

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 Lamkin Wealth Management can best meet your needs, such as:

• Employee Retirement Plans
• Executive Compensation
• Business Buy-Sell/Continuity Strategies