Landmark Advisors

 

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.

 

Retirement and 401k PlanningOur 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.