Broker Check

WHO WE HELP

You’re comfortable financially, but without the right help you may not be taking advantage of opportunities to lower your taxes and protect your assets. While your CPA and investment advisor might have some knowledge, they may not provide proactive tax advice or asset protection. You need a complete solution to help create, maximize, and protect your wealth.

Are we right for you?

If you’re a high income individual or family or are nearing retirement, we can help you. Our clients include:

  • High income business owners
  • Physicians, attorneys, and other high income professionals
  • High income/net worth families
  • Retirees

We provide the full service financial planning and investment management services you need to save time and simplify your life.

Learn more about our comprehensive financial planning and investment management services.

Learn more

We help clients with these common concerns:

  • How can I protect the income my spouse gets from social security if he/she passes away?
  • How do I participate in the stock market with no or limited downside risk?
  • How do I pay for extended care with tax-free income?
  • How can I create a stream of income that lasts for the rest of my life while maximizing my retirement account for my children?
  • How can I better structure my life and business activities to reduce my taxes?
  • How can I protect my personal assets in case of a lawsuit?
  • Is my investment portfolio prepared for the next recession or bear market?
  • Do I have the right amount of insurance protection in place?
  • How can I reduce my taxes given the new SALT (state and local tax) limitation?
  • How can I give to my favorite causes in the most tax-efficient manner possible?
  • What’s the best way to preserve the value of my estate when I pass it on to heirs?

We provide the answers to these questions, so you can live your life more confidently and pass more money on to your children.

Our Commitment to You

In addition, we provide the full service financial planning and investment management services you need to save time and simplify your life.

Our team at Lincoln Financial Advisors can help you:

  • Develop a comprehensive financial plan that addresses all your financial needs
  • Identify blind spots and proactively control your risk
  • Implement strategies to save taxes and transfer wealth more efficiently
  • Invest your money more tax-efficiently
  • Coordinate all your professionals so that the advice you get actually gets implemented
  • Save time and feel organized and in control of your wealth

We value long-term, productive relationships with clients and our service level reflects that:

  • We will return your emails and calls as quickly as possible
  • We’ll communicate in plain language, not confusing jargon
  • We’ll stay in frequent contact with you so you always stay informed
  • We will always be available to you for everyday financial questions such mortgage questions, car purchase or lease, etc.
  • We’ll coordinate activities with your other professionals (accountant, attorney) to help save you time and hassle
  • We’re available to support and help your family members as well

Learn more about our comprehensive financial planning and investment management services.