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Investments > Landmark Investments > Personal Investors > Financial Planning

Financial Planning

College Planning
What kinds of investment options are available to save for my child's education? What type of tax advantages can help maximize my child's college fund? How much will it cost to send my child to college?

These are just some of the questions you need to consider when planning for your children’s or grandchildren’s higher education. Let our Investment Executives help answer these questions and get you started saving for your children’s education today.

Estate Planning
Estate planning is the process of arranging assets in a manner that can help meet lifetime financial objectives, and simultaneously helps provide for survivors' needs and the disposition of property at death.

A carefully implemented estate plan can help create and conserve assets during life, minimize death taxes and estate settlement costs, assure that cash is available to pay unavoidable death taxes and costs, and provide an orderly distribution of assets that meets the estate owner's objectives and intentions. It gives you peace of mind and family harmony.

Retirement Planning
Are you prepared for retirement? How much income will you need to maintain your current lifestyle? How will your taxes be affected after retirement? What about Social Security benefits? What are my options with my retirement funds from my former employer? Let our Investment Executives help you consider the answers to these questions and plan to make the most of your retirement savings.

Major Life Events
Has your marital status changed? Did you just have a baby? Are you considering changing jobs? Maybe you’d like to plan for a major purchase, such as a boat, a dream vacation, or a new house? Whatever your life stage, our Investment Executives can work with you to be prepared and meet your financial goal. 

Securities and insurance products offered by Cetera Investment Services LLC, a registered broker/dealer. Member SIPC/FINRA. Cetera Investment Services is not affiliated with Landmark Bank. Investment products are: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Services Advisory Services Agreement and disclosure brochure as provided. Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in most states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
View Cetera Investment Services LLC privacy policy and other important information
FINRA Registered Address: 801 E. Broadway, Columbia MO 65201.
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