About Landmark Advisors

 

Landmark Advisors is an independent consulting firm.  As independents we are unbiased in our approach and recommendations.  Our goal is to find the right program to meet the needs, expectations and goals of our clients.

 

We specialize in Retirement Plan Consulting and Financial Planning.  With over four decades of experience in retirement plan consulting and financial planning, we deliver a depth of understanding in the retirement plan marketplace.

 

We educate Plan Sponsors on legislative changes, investment strategies, and the Retirement Plan responsibilities.

 

We educate employees by providing them with information to assist them in making the connection between long-term investment success and the education, discipline and commitment necessary to achieve their long-term financial goals.

 

Steve Lindell, President, Landmark AdvisorsSteven Lindell, President of Landmark Advisors, is an Accredited Investment Fiduciary with over 25 years of investment and financial consulting experience.  Mr. Lindell is an excellent educator and communicator, making investment information clear and understandable. 

 

To assist in striving for 404(c) compliancy, Mr. Lindell continuously reviews plan requirements, product and service changes for costs and state-of-the-art innovations.  He believes in "hands on" education of the individual plan participants.

 

Mr. Lindell attends national and regional conferences to stay current with industry issues and changing trends.  He is a current member of the American Society of Pension Actuaries, and a Certified Retirement Counselor.

 

 


 

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.