Landwersiek, CRPC, APMA, Investment Planning Group
President | Investment Planner
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a Financial Professional, I am committed to helping people just like you cre
ate strategies for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. I work closely with my clients to evaluate those opportunities and get in position to seek those rewards. I enjoy helping people build a confident financial foundation for the future. Investment Planning Group focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate and plan for the future. Some of our wealth management strategies include:
Investment planning
Retirement planning
Tax strategies
Risk management
Insurance
Estate planning
Education planning
Business strategies
Gifting strategies
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
