Jonesboro, AR Office
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Lasting Mark Retirement Group LLC
Team
Firm-wide stats for Lasting Mark Retirement Group LLC
About
Lasting Mark Retirement Group LLC provides ongoing portfolio management and integrated financial planning to individual and high‑net‑worth clients, with a particular focus on those in or nearing retirement. The firm prepares an Investment Policy Statement for each client and delivers planning reports (MoneyGuidePro or comparable) as part of its combined service offering.
The firm’s investment approach is grounded in Modern Portfolio Theory and long‑term trading, with portfolios monitored regularly and reviewed at least monthly; it offers both discretionary and non‑discretionary management and may use model allocations tailored to client restrictions. LMRG requires clients to custody assets through Schwab Institutional and documents client goals, risk tolerance, and planning assumptions as part of its ongoing service process.
Noteworthy for a team of its size, LMRG operates seven offices and runs periodic free retirement seminars and workshops for clients and the public, practices that are less common among peers. The firm’s leadership includes principals who also engage in affiliated insurance activities, and LMRG may recommend or direct clients to third‑party advisers (including AE Wealth Management LLC), which can create layered advisory relationships that clients should review.
Based on Lasting Mark Retirement Group LLC
Expertise
Based on Lasting Mark Retirement Group LLC
Location
2216 Wilkins Avenue
Jonesboro AR 72401
Advisors at this office
1
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