Princess Anne Office

30386 Mt. Vernon Road

Princess Anne, MD 21853

Financial Planning

Our Approach

Our Approach

At Landmark Insurance & Financial Group, we use a comprehensive approach that encompasses all of your available assets.  Our process incorporates the following:

  • Establishing Goals
  • Identifying Resources
  • Risk Assesment
  • Asset Aollocation
  • Model Potential Outcomes
  • Creating an action plan
  • Execute Plan
  • Review progress & make adjustments 

*Advisory Representative offering Investments & Advisory services through Lincoln Financial Securities, Member SIPC

Licensed to sell securities in the following states:

Maryland, Delaware, Virginia, Pennsylvania, DC, Arkansas

Our Process

Establish goals: - We help our clients to express their goals and work with them to evaluate what they will do to achieve them.

Identify Resources: - We then identify the resources and revenue streams that have been allocated to fund this goal to date as well as what will be available to fund the remaining portion of the goal.

Risk Assessment: - We utilize a number of resources in assessing your willingness to take an investment risk. This will allow us to formulate an investment strategy that optimizes your ability to achieve your goals.

Asset Allocation: - We calculate your current allocations to each major asset class and a proposed asset allocation based upon the risk assessment and your investment horizon. This is an important step in our helping your translate the financial plan into a specific investment strategy designed specifically for you.

Model potential outcomes: - We'll perform “What If” scenarios so clients can see and understand the trade-offs among variables such as how much to save or invest, how much investment risk they are willing to take, when they can achieve their goal and how much they will have at that point.

Creating an action plan: - Once we have reviewed our initial findings, we review and reassess your goals. At this point we establish a final plan and provide recommendations. The result is an actionable solution that you can adhere to even when markets are chaotic.

Execute Plan: - We work with you to execute the decisions we have helped you make. 

Review progress and make adjustments: - We review your progress with you on a regular basis and recommend adjustments as needed so that you will see a consistent pattern of making progress in achieving your goals.

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Privacy Disclosure 

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found HERE.