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Landmark Advisors is an independent consulting firm dedicated
solely to the qualified plan market. We provide ongoing
added-value services to employers and employees that normally
are not
being delivered by the plan provider and/or current broker. Landmark Advisors is
a Minnesota member of
National Retirement Partners.
 Our
Mission: To provide integrated retirement plan
solutions for our clients.
Our Promise: To create a successful retirement
plan for both employers and employees.
Our Ethic: To develop trusted, long-term
relationships with our clients while conducting our business
with uncompromising quality and integrity.
The Results: The value proposition to plan sponsors
and their employees will be:
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To help Plan Sponsors
manage their Plan's fiduciary responsibility.
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Competitive total Retirement Plan costs.
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Availability and knowledge
of the industry's state of the
art services and investments. |
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Reduced administration effort and employer and employee
paperwork.
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Plan design review.
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The promise of competitive plan and investment costs for the
plan participants.
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Employer and employee investment education and information
that maximizes plan value and understanding.
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An efficient resource to help leverage time and solve
problems. |
Most often even the highest quality 401(k) providers cannot
address every ongoing service need.
Landmark Advisors is a
hands-on professional service organization that can assist plan
sponsors of all sizes.
Consulting services currently offered in Minnesota and
Wisconsin.
Landmark Advisors
is a member of National Retirement
Partners. We are located in Minneapolis, Minnesota. We specialize in providing
retirement plan consulting and financial planning
education for plan sponsors and delivering personal retirement
planning for plan participants.
Contact us
today for more information about your
retirement planning needs.
Securities and Investment Advisory
services offered through
Woodbury Financial Services, 500 Bielenberg Drive, Woodbury, MN
55125, (800) 800-2000. Member
FINRA, SIPC and Registered Investment Advisor.
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