The financial professionals of Markland Wealth Management, Inc. are focused on personal financial planning. We are able to offer a wide selection of investment products and services that can be used to create and manage a complete financial plan. We take our clients through a financial planning process that includes developing goals and objectives, gathering all relevant data, recommending a financial plan, putting the plan to work, and active monitoring of the plan. We specialize in providing a complete plan that will take into consideration investments, tax strategies, estate planning, and insurance products and services to help our clients pursue their financial planning goals.
Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
1230 Rosecrans Ave.
Suite 610
Manhattan Beach, CA 90266, US
Keywords
investment advisory serviceswealth managementinvestment advisorysecurity analysisspend buildingmanagement and implementationessential insuranceinsurance strategiesinvestment tax planningsolid estate