Broker Check

Financial Planning

The core of our financial planning services is The Creative Wealth Experience, an innovative process catered around the things that are most important to you.

Together we build a customized financial strategy to help you develop and identify your financial goals, so you can move forward with clarity and confidence.


PERSONAL

We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

UNDERSTANDING

We understand the many challenges of retirement today. We know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

GOALS

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

PASSION

We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.



Our Team Provides:

    • A team of professionals with years of experience in Estate Planning, Investment and Retirement Planning, Business Owner and Succession Planning and Insurance Strategies.
    • A thorough understanding of new opportunities and changing financial conditions.
    • A personal commitment to create value for our clients in their lives.
    • A caring, involved partnership you can trust.


We provide a full range of planning services, all of which are customized to meet your particular needs. Our services could include:

    • In-depth financial analysis of current situation
    • Establishment of life objectives, both short and long term
    • Creation of realistic timeline and quantification of success
    • Team analysis and explanation of opportunities
    • Written analytics and recommendations
    • Open communication in the form of family and team meetings to determine chosen path from recommended options
    • Investment Analysis and Options
    • Education Funding
    • Retirement Accumulation and Distribution
    • Insurance Strategies-Life, Disability, Long Term Care
    • Will and Trust Assessment Estate Sustainability Analysis (*Lincoln Financial Advisors Corp. does not offer legal or tax advice. One should seek the guidance of their own tax or legal advisor on such matters)
    • Establishment of Transfer and Preservation Objectives
    • Multi-generational Planning Opportunities

    • Charitable/Philanthropic Planning



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