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Our Reach

As a local firm with a national reach we maintain our office in Dallas, TX, but we proudly have access to almost 200 elite financial planning practices throughout the country. We are an ensemble organization of experienced financial professionals representing Lincoln Financial Advisors Corp. (LFA). The Resource Group members are located throughout the United States, including Alaska and Hawaii. The Resource Group is an invitation-only, nationwide network of the top 200 financial planners within Lincoln Financial Advisors. We are an elite group of financial planners within LFA, which allows us to act objectively to help meet the growing spectrum of needs expressed by our sophisticated clientele.

The Resource Group empowers our members to maximize the value, knowledge and expertise we provide our clients so they can derive exclusive solutions and strategies that provide them the opportunity to potentially achieve wealth preservation, growth and transfer as appropriate to their identified objectives and preferred techniques.