Our Wealth Management Services

We Concentrate on these Core Areas for Individuals and Families:

Our Experience and Guidance Extends to:

  • Creating and managing employee and personal retirement plans and employee benefit plan analysis

  • Tax-aware investing

  • Liquidity and debt structure analysis

  • Insurance analysis and strategies relating to life, health, disability, long-term care, liability and  other personal insurance matters

  • Business succession strategy

  • Inter-generational wealth transfer

  • Cash management and cash flow planning

  • Education planning

Investment Management

At Landsberg Bennett, we recognize that your investment portfolio represents more than just numbers; it's a roadmap to your financial future. Our Investment Management service is meticulously designed to align your financial goals with your unique life circumstances.

Our advisors start by gaining an understanding of your financial aspirations, risk tolerance, and time horizons. We then develop an investment strategy which includes diversified portfolios, tailored to minimize risks and optimize returns over the long-term.

Your investment journey with us is not a one-time event. We provide ongoing portfolio monitoring and adjustments, ensuring the strategy remains effective and adaptive to changes in your life circumstances or financial goals.

Benefit from the knowledge and experience of our professional investment managers, who use leading-edge research and sophisticated analytical tools. You can focus on your life and passions, secure in the knowledge that your investments are in safe and capable hands.

Our investment management service is more than just a pathway to wealth—it’s a commitment to help you achieve financial security, peace of mind, and ultimately, your life goals.

Financial and Retirement Planning

The journey to a fulfilling retirement begins with a plan. At Landsberg Bennett, our Financial and Retirement Planning service aims to help you prepare for a comfortable and secure future.

Understanding your vision for retirement is the first step in our process. Our experts will collaborate with you to comprehend your retirement goals, current financial situation, expected lifestyle costs, and risk tolerance. This comprehensive understanding enables us to craft a personalized financial roadmap.

The value of a plan lies in its execution. We guide you through the implementation of your financial plan, adjusting strategies as needed to account for changes in personal circumstances, market conditions, and tax laws.

With Landsberg Bennett, you are not only investing in your retirement but also in the peace of mind that comes with a well-crafted plan. We help you navigate the complexities of retirement planning, such as Social Security benefits, healthcare expenses, and tax efficiency.

Our Financial and Retirement Planning service assures that your hard-earned wealth supports you in achieving the retirement you envision. Make the most of your golden years with the confidence that comes from diligent planning and professional guidance.

Asset Protection Strategies

Preserving your hard-earned wealth from potential threats is as important as its accumulation. Landsberg Bennett's Asset Protection Strategies service provides a comprehensive approach to safeguarding your wealth from various risks such as lawsuits, creditors, or unforeseen events.

We begin by comprehending your specific asset structure, family situation, and potential exposure to risk. This holistic understanding allows us to design an asset protection plan tailored to your unique needs.

Our advisors devise strategies to help insulate your assets, employing tools such as trusts, insurance options, and business entities. Each strategy we recommend is carefully evaluated for its potential to mitigate risk while aligning with your broader financial plan and life goals.

The peace of mind that comes from knowing your assets are secured can be invaluable. Our service not only aims to protect your wealth today but also to ensure its continuity for future generations.

With Landsberg Bennett's Asset Protection Strategies service, you can enjoy the fruits of your labor with the assurance that your assets are shielded from potential risks. Your financial security and legacy are our priority.

Estate, Legacy and Gifting Strategies

Planning for the future involves more than just growing your wealth; it's also about deciding how your assets will be distributed after your lifetime. With Landsberg Bennett's Estate, Legacy, and Gifting Strategies service, we guide you in making those important decisions.

First, we take the time to understand your desires for your estate and legacy. This could involve supporting loved ones, contributing to causes you care about, or ensuring a smooth transfer of business ownership. We use this understanding to design an estate and legacy plan that aligns with your goals.

Our team can help you explore different strategies for transferring wealth. This could include direct gifting to family members, establishing trusts, or making charitable donations. Our goal is to find solutions that fit your unique circumstances and wishes while considering tax efficiencies.

We also monitor and adjust your plan as necessary. Changes in tax laws, your family situation, or your wealth can all impact your plan, so we ensure it stays current.

Landsberg Bennett's Estate, Legacy, and Gifting Strategies service is about helping you leave a lasting positive impact. We aim to give you peace of mind, knowing that your wishes will be honored and your legacy preserved. Trust us to help manage your wealth not just for your lifetime, but for future generations as well.

Personal Risk Management

Life is full of uncertainties, and while we cannot predict every twist and turn, we can plan for them. Landsberg Bennett's Personal Risk Management service helps you prepare for unexpected events that could impact your financial security.

We begin by assessing your financial situation to identify potential risks. These could range from sudden illness or disability to market volatility affecting your investments. Once we understand the specific risks you face, we design a risk management strategy tailored to your needs.

Our team explores different tools and strategies to manage these risks. This might involve insurance policies, diversification of investments, or creating an emergency fund. Our recommendations always consider your unique situation and financial goals.

Keeping your plan current is crucial, as personal circumstances and risks can change. We monitor and adjust your risk management plan as needed to ensure it remains effective.

Landsberg Bennett's Personal Risk Management service is about more than just protecting your wealth. It's about providing you with peace of mind, knowing that you're prepared for the future, no matter what it holds. Trust us to help safeguard your financial well-being against the unexpected.

Contact Us