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 ownersPhysicians, attorneys, and other high income professionalsHigh income/net worth familiesRetireesWe 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 needsIdentify blind spots and proactively control your riskImplement strategies to save taxes and transfer wealth more efficientlyInvest your money more tax-efficientlyCoordinate all your professionals so that the advice you get actually gets implementedSave time and feel organized and in control of your wealthWe value long-term, productive relationships with clients and our service level reflects that:We will return your emails and calls as quickly as possibleWe’ll communicate in plain language, not confusing jargonWe’ll stay in frequent contact with you so you always stay informedWe 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 hassleWe’re available to support and help your family members as wellLearn more about our comprehensive financial planning and investment management services.