Business Investment and Insurance at Landmark Bank and Landmark Investments

We offer a wide array of business investment options, including qualified retirement plans such as 401ks, profit sharing, insurance and more.

Investing in the Future of Your Business

Your business is unique, and no one knows it better than you do. That’s why at Landmark Bank and Landmark Investments, we take the time to listen to your goals, and work with you to create an investment plan that is custom tailored to your particular business needs. Landmark Bank and Landmark Investments have the experience, expertise and resources to create a financial plan that ensures your business is appropriately positioned to deal with the complexities in today's workplace. Whether your business is small or large, we can provide you with solutions to your business goals, including qualified retirement plans, insurance and many more products to help recruit and retain key employees.

Retirement Plans that Work for You

You can give your business a boost with a solid retirement plan. Landmark Bank and Landmark Investments are ready to serve you with a comprehensive menu of retirement solutions, including:

  • 401(k) plan — A qualified plan in which employees contribute a portion of their paycheck on a pretax basis.
  • 403(b) plan—A retirement plan for certain eligible employees such as public school employees, employees of tax-exempt organizations and clergy members.
  • Keogh plan — A tax-deferred pension plan for employees of unincorporated businesses.
  • Profit sharing plans (PSP)— A flexible plan that gives employees the benefit of sharing in the profits of a company.
  • Simplified employee pension plans (SEP) — Provides a simple way for business owners and self-employed individuals to contribute towards their retirement savings.
  • Savings incentive match plan for employees (SIMPLE) — A simplified plan for businesses with 100 employees or fewer that don’t offer a traditional retirement plan.

Comprehensive Insurance Solutions

Landmark Bank and Landmark Investments are proud to offer a wide array of insurance solutions and products to protect your business and benefit your employees. Our insurance solutions include:

  • Funding for buy/sell, cross purchase and stock purchase agreements (life and disability).
  • Tax-free business continuation funds in the event of the death or disability of a business owner or principal employee.
  • Security options for business loans protecting the bank and the business against loss due to the disability or death of a key employee.
  • Strategies to help you satisfy Small Business Administration requirements.
  • Family funding strategies for tightly held family businesses.
  • Tactics to help your business attract and retain valuable employees.

When navigating the complex world of business insurance and retirement plans, you want to have an experienced advisor to lean on for help and advice. 


Contact Us

Landmark Investments

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member SIPC/FINRA. View Raymond James' Privacy Notice.

Securities and Insurance products are: ♦ Not FDIC insured ♦ Subject to risk and may go down in value ♦ Not financial institution guaranteed ♦ Not a deposit ♦ Not insured by any federal government agency.

Landmark Bank and Landmark Investments are not registered broker-dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Landmark Bank Wealth Management

Investment products and services provided by Landmark Bank Wealth Management are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.

1-800-618-5503 Call seven days a week from 7:00am to 7:00pm 
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