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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
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The uncertainties we face in retirement can erode our sense of confidence.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Do you have an estate strategy? You should.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making the most of surprises is a great reason to work with us.