Planning for a brighter future - one family at a time. Whether you are seeking insurance advice, portfolio management, or retirement planning services, you are our number one priority. We will create and implement a plan that will help you achieve your goals, and increase your level of financial confidence.

Insurance and Risk Management
Risk Management is a cornerstone within a properly structured financial plan. Unfortunately, many families experience financial hardship or loss due to undesirable circumstances related to medical bills, car accidents or personal liability issues, inability to work due to a sickness or injury, and premature death. These risks can be minimized or eliminated through proper insurance planning where appropriate.  

Business Services
Through Landmark Financial Services and AdvisorNet Benefits, you have access to a variety of employer-sponsored insurance, retirement, and executive benefits and services.  We will help you navigate and assess carriers to minimize costs, as well as improve the design of your benefit and employee incentive packages.

Retirement Planning
As a firm, we specialize in helping people plan for retirement. The importance of proper retirement planning cannot be stressed enough. Regardless of age, it is never too early, or late, to begin planning for your post-career life.  We will design a retirement strategy aimed at your long-term goals that takes your current income into consideration. Through collaboration and discipline, we will help you be better positioned to retire on-time, and with plenty of resources.


Landmark Financial Services
1048 Meadowlands Drive
White Bear Township, Mn 55127

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC.
Some advisory services also offered through AdvisorNet Wealth Management.  Cetera is under separate ownership from any other named entity.

Landmark Financial Services

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Landmark Financial Services

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