Release Financial Worry To Embrace Life
A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs. Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.
I specialize in helping my clients meet their retirement goals by providing them the guidance they need to achieve the retirement of their dreams. And I can help you do the same, through an investment strategy designed to meet your needs.
At Lamkin Wealth Management, we'll help you develop a comprehensive accumulation and preservation plan that best meets your financial needs and goals.
Our Seamless Proactive Services (SPS ®) approach is supported by a full team of professionals that work hard to help you achieve your financial goals. Regardless of which service you choose, we will review your portfolio proactively, anticipating your needs to ensure your investments keep pace with the changes in your life.
Choose the consultation that fits your needs best
- Wealth Planning
- Trust Services
- Estate Planning
- Risk Management Planning
- Small Business Planning
- Financial Management Workshops and Events
Wealth Planning
Together, we'll complete a full assessment of your current financial
situation as it relates to your retirement objectives, including a financial
life plan.
Trust Services
Offered through The Private Trust Company, N.A., you'll have access to
comprehensive trust services customized to meet your needs, such as:
- Revocable Trusts
- Charitable Reminder Trusts
- Irrevocable Life Insurance trusts
- Administration
- Tax impacts/reporting
- Compliance matters
- Fiduciary accountability
Estate Planning
Establishing an estate plan as part of your comprehensive wealth plan can
be one of the most effective ways of lowering estate taxes, while providing
for your family and leaving a legacy for the future. At Lamkin Wealth
Management, we'll:
- Coordinate with your attorney to implement your estate plan from beginning to end
- Retitle assets to reduce or eliminate estate taxes
- Retitle assets to avoid probate
- Conduct bi-annual estate planning reviews
Risk Management Planning
Don't let the unexpected put a halt on your retirement plans. At Lamkin
Wealth Management, we'll conduct a comprehensive review of your non-financial
risks, such as umbrella coverage, long-term care coverage, life coverage
and medical coverage.
Small Business Planning
If you own a small business, our business planning professionals offer
a complimentary consultation with you and the key members of your organization
to explore how we can best meet your needs, such as:
- Employee retirement plans
- Executive compensation
- Business buy-sell/continuity strategies
Financial Management Workshops and Events
Our mission involves guiding you to make the right financial decisions
for your financial future. As a member of the Lamkin Wealth Management
family, you'll have access to industry professionals, education workshops,
and a variety of client appreciation events, such as:
- Financial Management Workshops
- Churchill Downs client appreciation day
- Audubon Country Club dinners and gold outings
- Annual Holiday Brunch
- Private client events tailored to your interests
