Landers Financial Strategies, Inc.
Your Hometown Investment Firm

- How Can We Help You? -


Our Services-

When creating a financial plan, we take the initiative to discover and propose to you a unique plan to best suit your goals, needs, and expectations. Here at Landers Financial Strategies, we are committed to work with you and make sure that you understand your options, along with feeling confident and comfortable with your decisions.

The services that we offer differentiate greatly from college plans to retirement. So please take a brief moment to view and see how Landers Financial Strategies can help you, your family, or your business.


We offer the following services to individuals, families, and businesses...


  • 401k Rollovers
  • 401k's
  • 403b's
  • 529 Plans
  • Annuities
  • Bonds
  • Certificate of Deposite (CD's) Accounts
  • Disability Insurance
  • Exchange Traded Funds (ETF's)
  • Individual Accounts
  • Individual Retirement Accounts (IRA's)
  • Joint Accounts
  • Joint Tenants with Right of Survivorship (JTWROS) Accounts
  • Long Term Care Insurance
  • Managed Futures Accounts
  • Mutual Funds
  • Private Money Management Accounts
  • Real Estate Investment Trust (REIT's) Accounts
  • Rollover IRA's
  • Roth IRA's
  • Stocks
  • Tenancy in Common (TIC) Accounts
  • Term Life Insurance
  • Transfer on Death (TOD) Accounts
  • Trust Accounts
  • UGMA Accounts
  • Unit Investment Trust (UIT) Accounts
  • UTMA Accounts
  • Variable Universal Life Insurance (VUL's)
        And More.

If there is a service you are interested in that is not listed, please call us at 281-479-6488 to discuss in more detail.

Retirement Income Planning Cycle

 

We will work with each client to address unique retirement needs using the following five step cycle:

 

1.  Gain Insight

2.  Understanding Expenses

3.  Match Investment/Withdrawal Strategies to Expenses

4.  Implement Client's Plan

5.  Monitor Plan to Adjust Withdrawal Strategies

 
The 13 Wealth Management Issues

  1. Investment Issues
  2. Insurance Issues
  3. Liabilities Issues
  4. Qualified Retirement Plan/IRA Issues
  5. Stock Option Issues
  6. Business Succession Plan Issues
  7. Durable Power of Attorney Issues
  8. Gifting to Children/Descendent Issues
  9. Charitable Gifting during Life Issues
  10. Titling of Assets Issues
  11. Executor/Trustee Issues
  12. Distribution of Wealth at Death Issues
  13. Charitable Inclinations at Death Issues

Securities offered through:

First Allied Securities Inc. 

Member FINRA/SIPC
Landers Financial Strategies, Inc. BBB Business Review

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.


This site has been published in the United States for resident of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.


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