Our Story
At Markland Wealth Management, Inc., we believe that an investment in knowledge pays the best interest. Our team of financial professionals is dedicated to guiding, educating, and supporting our clients in developing and managing a life-long financial plan that is right for them today and tomorrow. Our mission is to become the Chief Financial Officer for our clients' families, handling the details of financial management and implementing the overall collaborative strategy that has been set forth.
Our Services
At Markland Wealth Management, Inc., we specialize in providing a comprehensive approach to financial planning and wealth management. Our team of experienced professionals has years of experience in financial services and is committed to helping our clients achieve their financial goals. We offer a wide range of services, including investment management, retirement planning, estate planning, tax preparation, and insurance planning. Our financial planners take the time to understand each client's unique financial situation and goals, and work with them to develop a personalized financial plan that addresses their needs and objectives.
Planning Process
Our financial planning process is designed to help our clients achieve their financial goals. We take a comprehensive approach to financial planning, considering factors such as investments, taxes, insurance, and estate planning. Our process begins with a thorough analysis of our clients' financial situation, including their income, expenses, assets, and liabilities. We then work with our clients to identify their financial goals and objectives, and develop a customized financial plan to help them achieve those goals.
RETIREMENT PLANNING
As individuals approach retirement, it is essential to have a comprehensive plan in place to ensure a secure and comfortable retirement. Our retirement planning services include help with Social Security planning, retirement account management, and income planning. We help our clients navigate the complexities of retirement planning and ensure that they have a plan in place to achieve their retirement goals.
INVESTMENT MANAGEMENT
Our investment management services are designed to help our clients grow their wealth over time. We offer a range of investment products and services, including stocks, bonds, mutual funds, and ETFs. Our investment professionals work closely with our clients to develop an investment strategy that aligns with their financial goals and risk tolerance.
Estate Planning
Estate planning is an essential part of financial planning, and our team of professionals is dedicated to helping our clients protect their assets and ensure that their loved ones are taken care of. We offer a range of estate planning services, including wills, trusts, and powers of attorney. Our estate planners work closely with our clients to develop an estate plan that meets their specific needs and objectives.
**_tax AND INSURANCE PLANNING_
Our tax and insurance planning services are designed to help our clients minimize their taxes and ensure that they have the right insurance coverage to protect their assets and income. We work closely with our clients to develop a comprehensive tax and insurance strategy that aligns with their financial goals and objectives.
Our Team
At Markland Wealth Management, Inc., we believe that our team of financial professionals is the key to our success. Our team members are highly trained and experienced in financial services, and are dedicated to helping our clients achieve their financial goals. Meet Our Team
