Your Financial World is unique and navigating through the issues can be complex. At times, this process can feel overwhelming. Your financial world may include Investment Planning, Retirement Planning, Estate Planning and Business Owner Planning. Often these plans have been set up at different times, with different advisors which can result in a lack of coordination amongst the various plans. Your exsisting plan may have potential issues or could simply be outdated. We are here to help you navigate your financial world.
Our Solutions are designed take a look at your entire financial picture at one time to identify both coordination gaps as well as planning opportunities.
Investment Planning – Focuses on identifying effective investment strategies according to an investor's risk appetite and financial goals.
Retirement Planning – Identifying strategies that will work toward the goal of achieving financial independence in retirement.
Estate Planning – Anticipating and arranging what will be needed in order to maximize the estate following death.
Business Owner Planning - Encompasses all the goals, strategies and actions necessary to give the business the best chance for survival and growth. It also addresses succession planning, executive compensation planning and employee group benefits.
The result of a well coordinated, comprehensive financial plan can not only mean having greater confidence in your plan but potentially saving you and your family 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.