To deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets - a "total solution" to help meet your financial goals.
Over 50 years ago, we embraced the "Serve First" philosophy - and it's still the defining way we conduct business today. As part of this philosophy:
We provide you with solutions and alternatives, but you make the final decisions about your financial future.
Your financial plan can be systematically reviewed to ensure it remains consistent with your long-term goals and objectives, and is aligned with our changing world.
You enjoy confidential, highly customized, personal service.
Culture and Service
Our clients are highly successful and most of them have very competent advisors such as attorneys and accountants who have helped them do some level of income, investment, estate and business planning.
The question then becomes, if people already have competent advisors, why would they engage our services?
The answer is simply coordination, or more specifically a lack of coordination in their existing plan and a desire to take that plan to the next level.
Clients have found that the difference between having their plan prepared and having it prepared as well as possible can not only mean greater confidence in their plan, but also savings of hundreds of thousands, if not, millions of dollars depending upon the situation.
Let's explore affiliation options most appropriate for you. We invite your confidential call!
John R. Ekman Vice President—Western Division
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. 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.