Landfall Financial Advisors, Inc.

Comprehensive Financial Planning

A year long process will entail assessing a client's current financial situation, discussing goals, jointly developing an effective strategy and a detailed plan, and implementing the plan. We will insure a disciplined and focused approach to meeting your financial goals.

The plan will comprehensively take into account all financial issues, including maximizing after tax income, retirement planning, education funding, risk management (including insurance), estate planning, and investments.

Investment Management

Landfall will manage your assets, including the development of an investment policy tailored to your needs, asset allocation across appropriate financial instruments, portfolio development and management, and ongoing monitoring of results.

Financial Consulting

We will provide consulting services to individuals and businesses to address a wide variety of financial issues. Projects have included evaluating investment results and manager performance, financial projections, and retirement distribution analysis.

Seminars

Landfall will run seminars on financial topics for groups of all sizes. General financial planning, retirement planning, education funding, and 401(k) training are among past topics. We can design a program to meet your needs.

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The investment advisor may only transact business in this state if first registered, excluded, or exempt from state investment advisor registration requirements,as may be, and follow up, individualized responses to persons in this state by such investment adviser that involve either effecting or attempting to effect transactions in securities or rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser registration requirements or applicable exemption or exclusion.