Our clients are successful business owners, senior executives, medical and legal professionals, and retired individuals who have retained us to help them aggregate their current financial situation, define their retirement and estate planning goals, research and recommend alternatives, and objectively assist in the execution of their financial plan. We form life long relationships during which we review and update their financial picture and maintain an ongoing dialogue in order to share our latest thinking on the markets, investment ideas, and tax reduction strategies.
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. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities that our clients face.
Many of our clients have trusted, long-term advisors - perhaps an attorney, a CPA or both - who have done much of their financial planning work (wills, trusts, business agreements, retirement plans, etc.). Our work supplements and coordinates the services these advisors provide. While each of your existing advisors is a focused specialist, we look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help towards meeting your financial objectives. We also work closely with your advisors to ensure that the alternatives you choose complement any existing business, estate tax or investment strategies.
In developing your personal financial plan, we also draw upon the specialized knowledge of other Lincoln Financial Advisors' professionals such as investment specialists and financial plan designers. This professional staff handles many situations each year involving the complex financial issues our clients face. This translates into our ability to help you towards achieving your goals.