LT Trust

Once your investments reach $500,000, the way you manage your portfolio needs to evolve. Work with an EP Wealth Advisor who knows you and understands your goals to create a financial plan which prepares you to invest in the markets, and gives the proper context for your investments so you can make prudent decisions no matter where you are in the market cycle.

Flexibility and personal service are key to providing you with fast, easy equipment financing. Invoices, payoffs, and general customer service inquiries are all handled by the same office that processed your lease or loan to begin with-no switchboards, no call centers. Every element of your account is handled on site. We have a capital equipment plan for everyone, with structures to match your business. Maintaining a successful business is difficult enough without the added pressure of worrying about your equipment capital. Other financial companies can make the process even more taxing, with reams of application paperwork and mixed credit parameters. Landmark Financial believes that you're entitled to more from your equipment investment. That's why we do things differently. We are a direct underwriter: This eliminates the middleman and saves you money from the moment you submit an application. Customized financing plans: No matter what stage your business is at, Landmark is there with a business equipment finance plan for your exact needs. We offer step plans, seasonal payment schedules and overall customized financing, whether you're just starting out or already established. Quick approvals with minimal paperwork: Your credit application is handled by a credit department that makes the decisions - no credit committee. Extensive menu of equipment: There is no piece of business equipment that we haven't applied capital to. From E-commerce systems to furniture, machine tools to fixtures, Landmark has your individual capital equipment needs covered.

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.