Landmark Financial Advisors, LLC

Landmark Financial Advisors, LLC Landmark Financial Advisors, LLC is an independent, privately owned registered investment advisor. "Like" is not meant in the traditional sense.

To enhance our client relationships we have carefully selected our team which draws from a combined 80 years of Investment Advisory, Wealth Management, Financial Planning, and Banking experience. Our Team of Advisors:

BRENT MASON
CFP® CTFA
Managing Partner

BILL BORDERS
CFP®
Partner

LIBBY WILKINS
CDFA®
Investment Advisor

CASEY TINIUS
CFP®
Investment Advisor

RUDY EDELEN
CFP®
Investment Advisor


o Clicking the Like button does not constitute a testimonial for or endorsement of the Company. This is the only mechanism available to circulate our page. Posts must refrain from recommending investment advisory services or providing testimonials for the Company. Because testimonials relative to investment advisory services are strictly prohibited, any such postings are subject to removal. This is a regulatory requirement and has no bearing on how much we value our clients' opinions. No one commenting on this wall should post specific securities recommendations. Questions about a specific investment advisor or security cannot be answered, and may be removed from the page. o Photos and images on this page should not be construed as an endorsement of the adviser by any client. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. o Information provided is general in nature and does not constitute personalized investment advice. A professional adviser should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. o Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto.

2023 Taxes: 8 Things to Know Now:
12/29/2023

2023 Taxes: 8 Things to Know Now:

With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2022 taxes.

May you and those you love be filled with happiness and peace this Christmas! Merry Christmas from Landmark Financial Ad...
12/25/2023

May you and those you love be filled with happiness and peace this Christmas! Merry Christmas from Landmark Financial Advisors!

https://landmarkfa.com/

Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen w...
12/21/2023

Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.

#1: What's the earliest I can start withdrawing money from my traditional IRA without a penalty? Are there any exceptions?

#2: How will withdrawals from my traditional IRA be taxed?

#3: I've heard I'll be required to start making withdrawals from my traditional IRA at a certain age?

#4: What are the withdrawal rules if I inherit a traditional IRA?

Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.

Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act ...
12/13/2023

Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.

Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies tha...
12/07/2023

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.

We hope your Thanksgiving table is full of your favorite food and favorite people! Happy Thanksgiving from Landmark Fina...
11/23/2023

We hope your Thanksgiving table is full of your favorite food and favorite people! Happy Thanksgiving from Landmark Financial Advisors!

https://landmarkfa.com/

Landmark Financial Advisors now offers an innovative way to invest with our firm online or on your mobile device: LANDMA...
11/21/2023

Landmark Financial Advisors now offers an innovative way to invest with our firm online or on your mobile device: LANDMARK DIRECT.

This platform includes a system that automates certain key parts of our investment process, such as:

▶️ determining a client’s investment objectives
▶️ assessing risk tolerance
▶️ devising an appropriate investment strategy
▶️ managing the client’s portfolio through automated rebalancing

http://landmarkfa.com/landmark-direct/

For family wealth to endure, it's critical to work from a shared sense of purpose. Here are three ways to help foster a ...
11/19/2023

For family wealth to endure, it's critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations.

For family wealth to endure, it's critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations.

Thoughts for Thursday: "Just remember: your net worth does not equal your self-worth. A wonderful, well-lived life is me...
11/16/2023

Thoughts for Thursday:

"Just remember: your net worth does not equal your self-worth. A wonderful, well-lived life is measured by much more than dollars and cents." — Kate Campbell

https://landmarkfa.com/

For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned inves...
11/15/2023

For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.

For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.

This Veterans Day and every single day we would like to thank all of our veterans past and present for your service to o...
11/11/2023

This Veterans Day and every single day we would like to thank all of our veterans past and present for your service to our country.

11/09/2023

Thoughts for Thursday:

"Don't let making a living prevent you from making a life." —John Wooden

https://landmarkfa.com/

Address

1131 Fairview Avenue, Suite 203
Bowling Green, KY
42103

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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