Wealth Preservation: Planning to Leave a Legacy

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Prior Wealth Planning

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Securities and advisory services offered through representatives of Lincoln Financial Securities Corporation. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS2442262-022819

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Securities Corp. Securities offered through Lincoln Financial Securities Corp., a broker/dealer (Member SIPC) to residents of CA, FL, MA, MI, NC, NY, OH, PA, SC & VA . Advisory services offered through Lincoln Financial Securities Corp., a registered investment advisor to residents of NC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

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