Comprehensive Data Gathering. We carefully work with you and your family to fully explore, understand and develop your ideal vision, values and goals.
Analysis The second step entails an analysis of your current situation to determine where your current arrangements are inconsistent with your objectives. In this step, we will create financial models reflecting not only your current but future situation-your assets, cash flow, and taxes, to allow us to better understand your situation and test alternatives. We will discuss our findings with you, and mutually explore alternatives.
Strategic Plan. We present the strategic plan reflecting your objectives that will help you best achieve your goals. Every plan is custom designed, and all of our recommendations are in writing.
Implementation. Here's where we help ensure that your strategic financial plan is put into action, and that each component is professionally coordinated and fully integrated. We also offer annual planning services to help ensure that your financial plan remains current and continues to meet your objectives.
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.