Discover How We Help IMPACT Your Legacy

We offer a full suite of financial services to help you pursue your dreams with confidence.

Get On Track. Stay On Track.

Could 60 minutes of your time change everything?

Find out from the comfort of your home by joining us for a virtual On-Track Retirement Review. This comprehensive consultation will help you navigate six key areas of the financial landscape:

I  - Income

Do you have a retirement income plan that helps guarantee you won’t run out of money? Our team builds customized income strategies that allow you to live your best retirement.

M  - Market-Safe Strategies

Do you have a plan to protect yourself from the next big market downturn? We have tools and strategies that help create safe, strong, predictable growth, even in times of market volatility.

P  - Proactive Tax Planning

Do you have a forward-looking tax plan for your retirement accounts? We implement a proactive approach to tax planning that allows you to keep more of what you’ve worked so hard to earn.

A  - Asset Protection

Do you have an estate plan that helps you avoid unnecessary probate fees and taxes? We help you evaluate the best estate planning tools to help ensure you leave a legacy for your loved ones.

C  - Care Planning

Do you have a plan to protect your family and assets from rising health and medical expenses? We help safeguard your nest egg from costs related to health and long-term care.

T  - Transparent Fees

Do you know how much you’re paying in investment fees? We are clear and open about those costs because our flat-fee structure is aligned with the services and value we deliver.  

Our Services

At Lasting Mark Retirement Group, we offer an array of services and products to help you pursue your unique dreams.

Retirement Income Strategies

By incorporating both investment and insurance products, we can help you create a steady and reliable income stream for the rest of your life.

Wealth Management

We work with you to develop a wealth management approach that aligns with your tolerance for risk, age and other factors.

Annuities

If you’re looking to ensure a portion of your retirement income will be guaranteed, you may want to consider a fixed income component like an annuity.

Investments

There is no fail safe to prevent investment losses, but having a portion of your assets in the market will give you the opportunity to build on your existing wealth.

IRA/401(k) Rollovers

We can help you determine if rolling over money from one qualified plan to another tax-deferred plan is the right move for you.

Asset Protection Strategies

Diversifying your retirement assets among a variety of vehicles may offer you the best chance of meeting your retirement goals. We can help guide you.

Life Insurance

Life insurance policies not only can help your loved ones maintain a standard of living after you pass, but certain products also can provide tax benefits.

Tax-Efficient Strategies

Having a solid strategy for how you will pay taxes on your retirement income is essential for anyone living on a fixed income and hoping to avoid surprises.

IRA Legacy Planning

If you don’t anticipate needing your IRA money, you may wish to consider a legacy strategy that potentially reduces taxes and could help your beneficiaries.

Health Care Review & Planning

We can help evaluate your situation and identify products that could fit into a holistic long-term care strategy to help protect you from rising health costs.

We can also refer you to professionals who provide the following services:

  • Trusts

  • Probate

  • Charitable Giving

  • Estate Planning

  • Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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Flat Rate Fees

Contact us today to learn about our easy-to-understand flat fee based on actual services provided.

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