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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.
Steven 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.
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