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Our people make the difference. Intently focused on why we do what we do, and strongly motivated by the responsibility of love.Get To Know Us
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
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
How long does a $20 bill last?
Here's a breakdown of how the federal government spends your tax money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What does the Tax Reform and Jobs Act mean for you?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What is your plan for health care during retirement?
The market is as unpredictable as the weather. We’d love to help you prepare.