not only in the financial capital but in the relational,
human and intellectual capital of the family,
we’d love to help you!
If you’d like to live your legacy,
not just leave one,
we’d love to help you!
You're not Financial Planning — You're Building a Legacy
Hiring an Advisor?
There are five key signs you must look for when hiring a financial planner. They are so simple and logical that once you learn them, you'll dramatically improve your chances of finding the perfect advisor for your family.
Investing and risk go hand in hand. Once you better understand risk and learn the five critical concerns to investing you’ll gain the confidence to move from thinking of investing as risky to investing as both a science and an art.
Understanding Risk and the Five Critical Concerns to Long-Term Investing
Maximizing Business Value
Verne Harnish is the founder of the world-renowned Entrepreneurs’ Organization and the Venture columnist for FORTUNE magazine. In his book, Scaling Up, Verne guides entrepreneurs through the four keys to growing a business and maximizing the businesses value…People, Strategy, Execution and Cash.
A man may die, nations may rise and fall, but an idea lives on.
John F. Kennedy
The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.
28th President of the United States
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
16th President of the United States
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
3rd President of the United States
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Florida, Georgia, Indiana, Massachusetts, New Hampshire, New Jersey, New York, Tennessee, Texas, and Wisconsin
Insurance: California, Colorado, Florida, Indiana, Massachusetts, New Hampshire, New Jersey, Ohio, Tennessee, South Carolina, Vermont, and Wisconsin
California Insurance License #OH56023
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. 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.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.