The initial stages of our process may last two - eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations. Here is a look at the composition of our process.
1. Review Current Strategies
We discuss opportunities you may have missed due to years of nonintegrated advice. This initial exchange of information offers insight into how our work is substantially different from your current plan.
2. Qualify Value
You see that our integrated team approach delivers unique estate, business succession, investment planning, and tax reduction strategies. Our relationship begins with the knowledge that there is essential work to be done.
3. Understand Your Situation
We work together to gain a thorough understanding of your family's financial philosophy. Knowing your specific situation and objectives allows us to explore opportunities not previously considered.
4. Assess Opportunities
The foundation of your plan begins to take form. Your personal goals and financial situation are confirmed.
5. Chart Your Course
Sophisticated strategies are outlined in plain English. These strategies are prioritized, and decisions are made.
6. Initiate Action
Without well-orchestrated implementation, even the best plan is not worth the paper it's printed on. Using professional persistence and a team approach, we can take your financial plan from concept to reality.
7. Our Partnership Continues... For Generations
We continue to move in your chosen direction. Together, we will make necessary adjustments due to changes in your situation, tax laws, and the economy.
I would like to request a copy of the Defining Your Wealth Workbook.
Tuning Your Future...
Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.
The initial stages of our process may last two - eight months, depending on the complexity of your personal situation, but many clients appreciate the value we add and continue our partnership with their families for generations.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Connecticut, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Ohio, Texas, Wisconsin
Insurance: California, Colorado, Connecticut, District of Columbia, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Ohio, Texas
California Insurance License #0G43688
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.