Here for you through all of life's stages.


Financial Advisory Services Delivered with a Personal Touch.

 

Life is full of wonderful stages, and we want to help you make the most of them. With the right planning, you can achieve your lifestyle goals. Whether you're just getting started or ready to slow down, we offer the knowledge and personalized service to help make yoru future the best it can be.

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Managing Your Assets

Managing Your Assets

Your first big career move deserves a thoughtful banking decision. Let us help you navigate your future with asset management.

Investing in Your Future

Life is sure to throw you a couple curveballs from career shifts to moving. Let's save up for those. We'll help you prepare for your financial future.

Investing in Your Future
Transitioning Your Savings

Transitioning Your Savings

Whether you're starting a family or climbing the corporate ladder — the way you look at investment will change. Let's start talking about saving for the long haul.

Ready for Retirement

You've saved, you've planned, and now it's time to transition into retirement. We'll help you take the next steps to insure you're prepared for the lifestyle you want.

Ready for Retirement
Retirement Support

Retirement Support

As you explore and enjoy your retired lifestyle, we'll continue to help you with the financial stuff. We'll support you with Social Security earnings and planning for the future.

Legacy Planning

We'll help ensure that the future of your wealth goes to supporting your loved ones and continuing your philosophies.

Legacy and Estate Planning

Meet the team at Landmark Bank

Meet Our Team

Lean on us for help when it comes to your personal finances.

Meet your experts: MO | OK | TX

Retirement Planning

Retirement Planning

Enjoy your golden years stress-free by developing a solid retirement plan.

Explore all retirement account options.

Estate Planning

Trust Services

Ensure your assets are distrubuted the way you want.

Find out more about estate planning

 

* 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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