Our Services

Financial Planning  As we develop your customized financial plan using state-of-the-art analytical tools, we will walk you through a step-by-step process that will help you feel confident in your decisions. 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. With your personalized recommendations in hand, you have the ability to implement your action plan with any financial advisor of your choosing.  This is the pure beauty of fee-based financial planning.  You compensate us for our time and expertise in developing your plan, so there are no hurt feelings if you implement the solutions elsewhere.  This process is fair, and it gives clients an added confidence in the quality of the recommendations.  Some clients want to use us to get a second opinion on what they already have in place, and they want a specific plan of action to share with their current advisor.  Most clients choose to hire us for implementation based on the relationship and common understanding we have established. Either way, you can rest assured that your recommendations were designed with your best interests in mind.

One thing we commonly discuss with our clients is that one size does not fit all.  Our industry manufactures many products that have an array of interesting and enticing features and benefits, many of which are coupled with a clever sales pitch.  However, the "fit" for these products is highly specialized.  Just because a certain product or solution is in place for your colleague, friend, family or even the person who referred you to us, that does not mean it is appropriate for you.  Having a financial plan designed by a professional allows you to cut out the traditional high-pressure sales approach so common in our industry.  Instead, you have a custom-designed plan that allows you to buy or invest in what is optimal for you.

 

Investments and Insurance  We can help you implement a sound financial program utilizing the following products and services:

  • Investment management offered through Lincoln Financial Securities
  • Brokerage and direct investments offered through Lincoln Financial Securities
    • Stocks
    • Bonds
    • Mutual Funds
    • Options
    • Exchange Traded Funds (ETF)
    • Variable Universal Life (VUL) Insurance
    • Fixed Indexed Annuities
    • Variable Annuities (VA)
  • Alternative Investments offered through Lincoln Financial Securities
    • Real Estate Investment Trusts
    • Interval Funds
    • Structured CDs and Structured Notes
    • Buffered Notes
    • Private Placements
      • 1031 Exchange Real Estate Programs
      • Hedge Funds
      • Oil & Gas Drilling programs
      • Oil & Gas Investment programs
      • Managed Futures
  • Retirement strategies 
  • Estate creation and conservation
  • Insurance solutions
    • Life Insurance
    • Long Term Care Insurance
    • Disability Income Insurance
    • Medicare Supplement and Medicare Advantage
    • Health Insurance