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Comprehensive financial planning tailored to our clients and provided by the best. Educated, caring, and professional.Learn More
With the backing of Lincoln Financial Advisors and the Serve First philosophy of our leadership team, we provide you the best training and support so you can focus on your clients.Why Lincoln
Why would you join us?
You desire to make an impact, to be heard, and to have a good time along the way. You can look, and probably already have, at how we're structured, or what products, or programs we use. But, ultimately, you need to know that we do what we do because we believe that service is first, that sincerity in relationships, discipline in action, and high integrity lead to success. We are not in this for us, we are in this for you. And, we want you to have the freedom to care for those you love with the support of a team that cares about you.Contact Us
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Learn when it may not make sense to file a claim on your home insurance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Five strategies for managing your student debt.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
How to help determine life insurance needs to provide for your family after you pass away.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know these three personal finance sayings?
$1 million in a diversified portfolio could help finance part of your retirement.
What are your options for investing in emerging markets?