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Integrated Solutions

A great feature of working with our tax team is that you also have immediate access to our financial advisory team. It is our belief that spreading financial professionals across multiple locations leads to a high chance of miscommunication which leads to mistakes and missed opportunities. Working with Landmark Financial Services Group, LLC gives you the chance to have all of your financial planning needs coordinated in one location. By offering sophisticated tax planning strategies complimented with sound investment planning, we are able to maximize the effectiveness and benefit of your overall financial plan.

Click the learn more button below to be directed to our financial advisory team site. There you will find information on how we can help you integrate a well-developed financial plan to help you achieve and maintain financial independence, develop a plan to transfer assets to loved ones, and create strategies that meet cash flow needs.