Landmark Financial

Founded in 2002, Landmark Financial, LLC helps Landmark CPAs’ clients pursue goals with tax‑efficient strategies that support their full financial picture.

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The second half of the year moves fast. Is your business plan still aligned with your financial goals? Review our checklist for business owners. https://t.co/zNKJs8Vj2p

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Filming week in Arkansas 🎬
Behind the scenes with the Landmark Financial team as we capture new content—more to come 👀
#BehindTheScenes #LandmarkFinancial

[Landmark Financial @LandmkFinancial]

Read our latest blog here: https://t.co/obLAlNNg3o

[Landmark Financial @LandmkFinancial]

In uncertain markets, the better question may not be “What happens next?” It may be “Does my plan still support where I want to go?” Read our latest blog on markets in 2026:

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Dale on Capitol Hill 👏
Representing our team with @FSIwashington, Dale joined advisors nationwide to meet with Congress and advocate for policies impacting our clients and industry.
Proud to support the future of financial advice.

[Landmark Financial @LandmkFinancial]

After market swings, the important question is not “What should I buy next?” It’s “Does my portfolio still match my goals?” Read our latest blog: https://t.co/1ZxVfGXqr4

[Landmark Financial @LandmkFinancial]

Are you still on track for 2026? A mid-year financial check-in can help you review cash flow, savings, retirement contributions, investments, and taxes before year-end gets away from you: https://t.co/LMsGyYxv4M

[Landmark Financial @LandmkFinancial]

A second home is more than a lifestyle purchase — it can impact your taxes, cash flow, and retirement goals. Make sure it fits your financial plan. https://t.co/ywEcNRNZxU

[Landmark Financial @LandmkFinancial]

Pay off your mortgage or invest?
A mortgage payoff brings peace of mind. Investing offers long-term growth.
The right choice depends on your goals. https://t.co/G94kf5dKqw

[Landmark Financial @LandmkFinancial]

SECURE 2.0 may help small businesses reduce the cost of starting a 401(k) in 2026 through valuable tax credits tied to plan setup, employer contributions, and auto enrollment. Learn more: https://t.co/Opybmt4jgT

[Landmark Financial @LandmkFinancial]

Marriage. Divorce. A new baby.
Life changes quickly, and your financial plan should too. The right strategy can help you stay prepared through every major milestone.

[Landmark Financial @LandmkFinancial]

Financial planning is more than investing. A comprehensive plan aligns retirement goals, cash flow, risk management, and long-term priorities into one strategy. Read more: https://t.co/SuC3lpXBMD

[Landmark Financial @LandmkFinancial]

Caring for aging parents? It’s financial—healthcare, legal planning, asset protection. Make smart choices without risking your future: https://t.co/8qBIAd9oCo

[Landmark Financial @LandmkFinancial]

Your generosity can go further with the right strategy.
Learn how tax‑efficient charitable giving may increase impact while reducing taxes.
https://t.co/W10QjTDA8z

[Landmark Financial @LandmkFinancial]

To the ones who help us keep it all together: we couldn't do it without you!

[Landmark Financial @LandmkFinancial]

Investment decisions shouldn’t be driven by taxes alone—but they shouldn’t be ignored.
Learn how capital gains planning can support smarter investing: https://t.co/gUl3bmXH7I

[Landmark Financial @LandmkFinancial]

Returns matter—but taxes matter more. Where your money lives impacts what you keep.

Tax diversification can reduce taxes and add flexibility.

Learn more: https://t.co/Vfg07J7xbI

[Landmark Financial @LandmkFinancial]

What if paying taxes now could actually save you money later?
Roth conversions can reduce future tax burdens and increase flexibility in retirement. Read: https://t.co/QDvcCXn3VX

[Landmark Financial @LandmkFinancial]

Summer jobs are more than paychecks—they’re a chance to jump-start retirement savings. Learn how opening a Roth IRA can teach teens about investing, saving, and building long-term wealth in this post: https://t.co/RnzMUXacxQ