Tax & Investment Advisory Services is a financial planning business providing

At Landmark Tax & Investment Services, we provide personalized assistance to clients when

portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of

of our planning we help our clients maintain tax-efficiency by utilizing IRS-approved strategies to shelter income financial problems. We do not receive commissions from investment custodians and we don't sell investment products

assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry

ensure that the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is sufficient resources are sufficient to meet retirement goals. Tax-efficient charitable giving and college funding are other areas

strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non

care, empowering women for retirement, social security maximization, tax-efficient strategies, IRA & 401(K) rollovers, and legacy planning their financial goals by providing them custom-tailored investment strategies. As fiduciaries, we are legally obliged to

suit your specific needs by selecting low-cost, tax efficient ETFs and index funds that include the asset

retirement income strategies, cash flow and budgeting strategies, tax-efficient investments, stock option/stock award strategies, investment real estate

tax efficiencies, cash flow, real estate holdings, net worth, estate planning and individual objectives. We manage investments. Our custodians are Fidelity or Schwab. Tax planning and filing is also available services, including first time home buyers, rentals, investment properties, land, refinances and more. The

diversification, open architecture investment selection, low costs, and tax efficiency.Our team has the experience, knowledge, and trustworthiness get a fresh perspective on how to best invest in yourself and your future. We offer personalized

clients improve their long term financial success. Our tax efficient, customized programs are designed to grow and conserve Securities, Inc. are separate and unrelated companies. All investments involve risk. Past performance cannot guarantee future results

construction and risk management, as well as maximizing tax efficiency and minimizing expenses. Our team has decades of expertise possible. We specialize in retirement, education, estate, investment tax, risk management, and charitable gift planning. Our

people strive to have a financially sound and tax-efficient plan, but the time and effort needed to

retirement strategies, college planning, estate planning, insurance, and tax-efficient investments. We also have two advisors in our Scripps

finance experience, allowing us to offer the most tax-efficient solutions for clients, resulting in significant savings. Our

tailored plans for retirement savings, college funding, and tax-efficient investing.

for retirement, save for education, and make smart tax investments. We will work with you to create the ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for

of what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize of the tax code and its implications on investments, allowing us to create tailored strategies that meet