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!
Must Read Articles
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.
Here’s 20 Advanced Business and Tax Reduction Strategies
Business Exit Readiness Index
Are you ready for a business transition? Take this 10 minute survey. You will be provided with a 6 page detailed owner’s report on your mental and financial readiness. The insights from this survey are useful whether you’re thinking about exiting this year or in ten years.
10 Minutes. 20 Questions. Discover your transition readiness.
How Do You Compare?
Our wealth strategies assessment compares the financial planning strategies your family have utilized to the financial planning strategies other high net worth families are using today. It’s usually what you don’t know that can hurt you most. These insights can help you better prepare.
How dependent your company is on you, will influence both the value and your ability to transfer the company. Take this survey to determine the company’s dependency on you and receive a 6 page report that will show you the different areas that may need your attention.
In only 20 minutes you can discover how dependent your company is on you.
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.
Employee benefits and compensation packages can help or hurt your business. Your first mistake would be ignoring what’s available in the marketplace. We have assembled this article to quickly bring you up to speed. We have also found some rewards that employees appreciate that are low or no cost.
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
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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.