Put Your Future in Capable Hands
Lincoln Financial Advisors is a nationwide financial planning firm with representatives in offices across the country. Our financial professionals include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.
The first step is to gather the necessary data to ensure a thorough understanding of your situation. This becomes the basis for the creation of a financial model, which is used to evaluate your current financial situation.
At Lincoln Financial Advisors, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client.
We do not claim to be all things to all people. We work with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities.