We maintain the highest ethical standards of a fiduciary
Relationship
The Landmark team will strive for excellence in client relationship management and clearly communicate our service standards
Knowledge
Our team will be educated, certified, and knowledgeable in all aspects of retirement and financial planning
Communication
We will explain complicated financial concepts to you in plain language, and keep you informed before any strategic changes are made to your accounts.
Value
We know that expenses are always a concern for clients. We will work to control fees to ensure that costs are reasonable but still provide the best value.
Respect
We will treat all clients with courtesy, character, and integrity.
