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Submitted URL: http://landmarkcpi.com/
Effective URL: https://www.landmarkcpi.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.landmarkcpi.com/
Submission: On April 22 via api from US — Scanned from DE
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Text Content
1100 Jorie Boulevard, Suite #364, Oak Brook, IL 60523 630-990-1800 Account View Menu * Home * About Us * Our Firm * Our Associates * Our Services * Our Qualifications * Our Mission * Useful Links * LPL * About LPL Financial * Weekly Market Commentary * LPL Research * Fiduciary Focus * LPL at a Glance * LPL Retirement Plan Tools * Resource Center * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Request an Appointment Account View COULD YOUR MONEY WORK HARDER FOR YOU? Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an expert professional in your corner. It’s our goal to serve every aspect of your financial life to provide the best investor advice and wealth management available. Request an Appointment ... NO COPY HERE ... ... no copy here ... ... no copy here ... ... NO COPY HERE ... ... no copy here ... ... no copy here ... FROM ONE PROFESSIONAL TO ANOTHER / LET’S WORK TOGETHER Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment management. If you’re ready to work with a financial professional, let’s sit down to talk. Request an Appointment OUR CLIENTS Helping investors from every background RETIREES & PRE-RETIREES RETIREES & PRE-RETIREES Planning for Your Retirement Learn more SMALL BUSINESS OWNERS SMALL BUSINESS OWNERS Supporting small businesses Learn more WORKING PROFESSIONALS WORKING PROFESSIONALS Make your money work for you Learn more WOMEN WOMEN Understanding your unique needs Learn more SCHEDULE A CONSULTATION Request an Appointment If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you. Request an Appointment WHAT WE DO When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally. Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team. RETIREMENT Your most important financial milestone Learn more WEALTH MANAGEMENT Portfolio construction and risk management Learn more PEAK-CAREER Wealth-building strategies for professionals Learn more ESTATE STRATEGY Strategies for every phase of life Learn more OUR THREE STEP PROCESS STEP 1 SETUP The more we know about you, your finances, and your goals, the better we can strategize. STEP 2 STRATEGIZE We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance. STEP 3 EXECUTE Life changes? Market volatility? We’ll keep your financial plan on track every step of the way. Get your financial journey started today. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. SCHEDULE A FREE CONSULTATION We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call. Name Email Address Phone Question Submit Thank you! Oops! CONTACT Office: 630-990-1800 Fax: 630-990-1801 1100 Jorie Boulevard Suite #364 Oak Brook, IL 60523 kgfrorer@landmarkcpi.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Financial Form CRS www.lpl.com/crs Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, AR, CO, FL, HI, IL, IN, IA, KY, LA, MI, MN, MO, NY, NC, OR, TN, TX, VA, & WI.