Integrated Financial Planning
Our specialist in asset allocation, investment research and issues concerning taxes and estate distribution develop a comprehensive accumulation and preservation plan that best meets your needs and goals.

Retirement Planning
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Investment Portfolio Management
Planmark investment clients save time and worry by allowing us to objectively review their portfolio, assess their progress toward achieving their goals with their time horizons, and develop a formal portfolio structure with exclusive access to institutional programs. We also provide them ongoing evaluation, responsive management results and personalized, on-on-one service. At Planmark, we take responsibility for every aspect of our client’s investment strategy so our clients can maximize the amount of free time they so richly deserve.

Estate Organization
Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We coordinate with your attorney to implement your estate plan from beginning to end.

Risk Management Planning
Our advisors help evaluate your non-financial risk, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to be sure the unexpected does not put a halt to your future retirement.

Small Business Planning
Our planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation programs and business buy/sell continuity strategies.

Trust Services
We provide access to comprehensive trust services customized to meet your individual needs. The Private Trust Company, N.A., An affiliate of Linsco Private Ledger, provides administration, tax reporting, compliance, and fiduciary services.

Mortgage and Liability Management Services
Through partnerships with two of the nation’s leading lenders, we can proactively analyze and monitor all forms of debt, assist you with refinancing options, debt consolidation, new home loans, and home equity loans, and improve your cash flow to strengthen your financial plan.

Linsco/Private Ledger representatives offer mortgage services through Innovex Mortgage, Inc., an affiliate of Linsco/Private Ledger Corp. Lump sum proceeds from mortgage services related transactions may not be used for the purpose of investing in securities offered through Linsco/Private Ledger.