Landmark Financial Group

09/28/2026

⭐ Advisor Spotlight: Brett Wooten ⭐

Brett Wooten is passionate about helping individuals and families build a stronger financial future through education, thoughtful planning, and meaningful relationships. As a leader with Landmark Financial Group, Brett believes financial guidance should go beyond numbers—it should begin with understanding what matters most to the people sitting across the table.

Family is at the center of Brett’s life. He and his wife, Jessica, are raising their two boys while navigating the same busy seasons, competing priorities, and long-term goals that many of the families he works with experience. Whether he’s cheering from the sidelines, spending time with family, staying active, or connecting with his community, Brett values being present and intentional.

That same philosophy carries into his work. Brett is committed to meeting people where they are, helping them better understand their finances, and encouraging them to take purposeful steps toward their goals.

For Brett, success isn’t simply about building wealth—it’s about building a life and legacy that reflect what matters most.

We specialize in personalized financial planning that puts your goals first—from retirement readiness to wealth protection. At The Landmark Financial Group, our mission is simple: give you clarity, confidence, and a custom path to financial independence.

09/22/2026

⭐️ Advisor Spotlight: Christopher Jones ⭐️

Christopher is located in the Huntsville, Alabama area and serves clients throughout the Southeastern region. He has over nine years of experience in the financial services industry. Christopher is passionate about helping people understand their finances and values building lasting relationships throughout each client’s financial journey. His focus is on ensuring that clients comprehend how money works while providing honest feedback about their current financial standing and guidance for creating plans to reach their goals.

When he is not working, Chris enjoys spending time with his family and taking weekend trips with his wife. He also likes gardening and watching science fiction shows. Christopher’s goal is to make clients feel comfortable and secure discussing their financial objectives, confident they will receive exceptional service at every stage. Clients gain a better understanding of the recommendations for managing both their present and future finances—knowing the how, when, and why behind each step of the plan.

09/17/2026

⭐️ Advisor Spotlight: Burke Goodloe ⭐️

After a successful 28-year career in telecommunications, Burke Goodloe transitioned into financial services nearly five years ago to pursue a passion for helping people prepare for their financial future. As a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Landmark Financial Group, Burke specializes in retirement planning and helping individuals and families navigate both the transition into retirement and the years that follow with greater confidence and clarity.

Outside of the office, Burke enjoys traveling, spending quality time with family and friends, and supporting his kids in all of their activities and pursuits. He values building meaningful relationships both personally and professionally and believes that trust, communication, and service are at the center of every successful partnership.

09/14/2026

Business Owners: Quarterly Estimated Taxes Are Due September 15!

A strong financial team can help you stay proactive—not just at tax time.

Your CPA + licensed financial advisor can work together to help you:

1️⃣ Plan ahead for taxes and avoid unnecessary surprises.
2️⃣ Coordinate tax and financial strategies so decisions support your bigger financial picture.
3️⃣ Manage cash flow intentionally—balancing taxes, business needs, and long-term goals.

Good planning works better when your professionals work together. 🤝



***For educational purposes only. Consult your tax and financial professionals regarding your individual situation.

09/10/2026

📌 Business Owners: Quarterly taxes are due September 15!

Taxes shouldn’t be something you only think about once a year.

Working with a trusted CPA and having regular check-ins throughout the year can help business owners stay organized, plan ahead, and avoid unnecessary surprises.

And your CPA and financial advisor can work hand-in-hand. Your CPA focuses on the tax side of your business, while your financial advisor helps you look at the bigger financial picture—cash flow, retirement planning, investments, protection, and long-term goals.

Regular check-ins can help you:
• Prepare for quarterly tax payments
• Review cash flow and business changes
• Plan retirement contributions
• Identify tax-planning opportunities with your CPA
• Keep your business and personal financial goals aligned
• Make proactive decisions instead of scrambling at year-end

Good planning is a team effort. Your CPA and financial advisor can be two important players on that team.

⏰ September 15 is right around the corner—make sure your quarterly tax payment is on your radar.

For educational purposes only. Consult your tax professional regarding your individual tax situation.

09/07/2026

Happy Labor Day from the Landmark Team!

Today, we celebrate the hard work, dedication, and determination that move our families, communities, and dreams forward.

Here’s to enjoying the journey, building toward a bright future, and believing the best is still ahead. 💙

08/21/2026

Your money habits didn’t start with your first paycheck.

They started with what you saw, heard, and experienced growing up.

Was money talked about openly or avoided?
Was saving celebrated?
Did spending create stress?
Did money feel abundant… or always scarce?

Those early experiences become part of your money story, and that story can quietly influence how you save, spend, invest, and plan today.

Understanding where your relationship with money began isn’t about blaming the past. It’s about becoming more intentional about the future.

Because once you understand your money story, you can decide which parts you want to carry forward—and which ones you’re ready to rewrite.

What’s one money lesson you learned growing up that still influences you today?

— Landmark Financial Group

07/21/2026

There's been no shortage of headlines this year.

Join us tonight at 7:00 PM ET for our Mid-Year Market Update with investment professionals from Invesco as we discuss current market conditions, historical trends, and perspectives for the remainder of 2026.

Check your email for the webinar invitation and Zoom link. See you tonight!

05/04/2026

⭐️ Advisor Spotlight: Jatzel Gonzalez ⭐️

Based in Acworth, Jay works with clients across the country, helping families turn years of disciplined saving into a clear plan for retirement. His focus is simple but powerful: helping people know when they can retire and making sure their money lasts once they get there.

Jay specializes in working with Millennial and Gen X families who have done the hard part right. They’ve built strong incomes, saved consistently, and accumulated meaningful assets. What they’re often missing is clarity. That’s where he comes in. Through thoughtful planning and straightforward education, Jay helps clients connect the dots between their savings, their lifestyle, and their long-term goals.

Outside of work, Jay is a husband and a father, and family is a major driver behind everything he does. Whether it’s staying active, spending time at home, or planning future travel, he values building a life that balances growth, stability, and meaningful experiences.

04/25/2026

⭐️ Advisor Spotlight: Richard Richmond ⭐️

Based in Atlanta, Richard brings over 25 years of experience from corporate America, with a background spanning logistics, marketing, planning, and business development. His career has been rooted in teamwork, collaboration, and doing what’s right.

Family and soccer are at the heart of everything he does. He and his wife, Erin, enjoy traveling—often to watch their son Nathan play professional soccer or to explore new hiking destinations together. At home, Richard stays active playing soccer with longtime friends and spending time outdoors with Erin and their dog, Scout.

As a father of two grown sons, Richard continues to value guiding and supporting them as they build their own paths—something that shapes how he approaches life and the people around him.