Landing Point Services

We offer a range of services designed to meet your unique financial needs. Our comprehensive approach allows us to address all aspects of your financial well-being, providing you with the guidance and support you need to achieve your goals.

Comprehensive Financial Planning

Our comprehensive financial planning services are tailored to your specific situation and goals. We believe in creating a financial plan that reflects your aspirations, values, and personality. Through our LPFG Annual Planning Process, we help you maintain organization and ensure that your plan remains on track throughout the year. Our dedicated advisors will work closely with you to develop a plan that covers all areas of your financial life, including retirement planning, investment strategies, cash flow management, and tax efficiency.

Investment Management

Managing your investments effectively is crucial to achieving your financial objectives. Our experienced team of investment professionals is here to guide you through the complexities of the investment landscape. We provide ongoing 24/7 investment management services, ensuring that your portfolio is continuously monitored and adjusted to align with your goals and risk tolerance. Additionally, we offer investor education sessions during our spring meetings to inform and empower you in making investment decisions. Regular reviews in every meeting ensure that your investment strategy remains aligned with your evolving needs.

Tax Preparation and Planning

Taxes can be a complex and time-consuming aspect of your financial life. At Landing Point Financial Group, we not only handle your tax preparation but also proactively plan for the future. Our experienced tax professionals will ensure that your tax obligations are met accurately and efficiently. Moreover, we provide strategic tax planning to optimize your tax position for the next year. By integrating tax planning into your overall financial plan, we help you enhance your tax savings and reduce your liabilities.

Small Business Services

We understand the unique challenges faced by small businesses. Our small business services are designed to support your financial needs and help your business thrive. We offer bookkeeping services to ensure your financial records are accurate and up to date. Our team can assist in creating balance sheets and financial statements, providing you with the information you need to make informed business decisions. Additionally, we offer payroll services, ensuring that your employees are paid accurately and on time.