The status quo is no longer enough, today's financial markets require more.
Explore how you can move beyond the ordinary. I can show you how.
Lincoln Financial Advisors is an independent broker-dealer with a national network of financial professionals.
When you retain Lincoln Financial Advisors, you benefit from financial planning and personal service unparalleled in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you need to make informed decisions about your financial future.
Our firm's philosophy - "Serve First, Last and AlwaysSM" - was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today. As part of this philosophy:
- We provide solutions and alternatives, but each client makes the final decisions about his/her own financial future.
- Each financial plan is systematically reviewed to ensure it remains consistent with the client's long-term goals and objectives, and is aligned with our changing world.
- Each client receives confidential, highly customized, personal service.
Some needs are solved with financial products. Objectivity is the key to our process. Our open architecture platform gives our financial planners access to not only Lincoln products, but also gives access to insurance from other companies, private money managers, mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, as well as fixed and variable annuity contracts.
As a company, we believe in providing our clients with clarity and solutions to help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the key qualities of "Serve First, Last and AlwaysSM." And these are the commitments we make to each of our clients.
As a financial planner, I am committed to long-term client relationships and have access to a diverse spectrum of products and specialized support through Lincoln Financial. I can also provide integrated, personalized solutions and fee-based financial planning to help individuals, business owners, professionals, executives and retirees develop estate, business succession, retirement and financial plans.
So if you'd like to create, preserve and protect your wealth, the partner of choice is clear: Lincoln Financial Advisors.