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Our Services

Business Owner Planning

Tell us your situation and we'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs, including the following:

  • Buy-Sell Agreements
  • Gifts of Corporate Stock
  • Life Insurance
  • Private Annuities
  • Self-Canceling Installment Notes
  • Family Limited Partnerships
  • Management Control


Wealth Management Planning

Buying a stock or bond is easy. Developing a well thought-out, strategic investment portfolio takes time and expertise.

We can help you develop an investment portfolio aligned with your goals and objectives. Since no two investors are the same, your financial situation is evaluated on its own merits and a diversified model is designed specifically for you. In designing investment portfolios, we strive to help you evaluate different securities in various asset classes. We believe the right combination of investment vehicles is the key to a successful portfolio. Therefore, each individual security is evaluated on its performance, risk and style as well as its correlation with other securities in the portfolio. By doing so, we can advise you on specific investments while at the same time designing a portfolio in which the overall volatility, risk and anticipated returns match your stated goals and objectives.


Estate Planning

Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help achieve distribution objectives, we consider:

  • Will and Trust Design Strategies
  • Property Ownership Alternatives
  • Estate -Tax Reduction Techniques
  • Insurance Analysis
  • Qualified Plan Distribution Alternatives
  • Family-Gifting Strategies
  • Charitable Planning
  • Employee Stock Option Optimization


Insurance Analysis

A big part of keeping your dream alive is making plans to protect the financial situation of your loved ones, particularly your dependents. We believe that sound planning begins by building a strong base of financial security. We have access to a full spectrum of insurance products designed to help you manage the risks of premature death, disability and health care. We can provide guidance in choosing the type of coverage that is appropriate for you and your family, including those available through your employer. Insurance products offered through Lincoln affiliates and other fine companies.

  • Disability Income Insurance
  • Long Term Care Insurance
  • Life Insurance


Retirement Planning

Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy can help set the stage for a comfortable retirement.

The Five Essential Steps on Your Road to Retirement

  • Establish Your Objectives
  • Determine Your Investment Style
  • Evaluate Investments
  • Choose an Appropriate Investment Plan
  • Execute and Periodically Examine the Plan

Establishing your retirement plan through Lincoln Financial Advisors means investment flexibility. You have the ability to select and then reposition your portfolio holdings to satisfy ever-changing personal and economic conditions.