200 Meridian Centre, Suite 150
Rochester, NY 14618
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Building a Legacy



 You're not Financial Planning.

You're Building a Legacy.


From the very beginning, when we created our first financial plan as well as today, we adhere to Lincoln Financial Advisors philosophy of "Serve First, Last and Always"(sm). For the families we serve that means we serve them. NOT Wall Street! It means listening to understand, financial planning not products, continual education and innovative ideas. It means long-term relationships with the entire family in good times and bad. Through the years we have earned the respect of those we serve. Today will be no different. The addition of our Family Legacy Building tools and systems will once again raise the industry to new heights. Until now, only the ultra wealthy with their own internal family office could afford to utilize tools and systems this impactful for the family. Our Family, Wealth and Legacy Collaboration and the legacy building tools we've integrated into it are a natural progression and easily implemented for families who want to make a difference.

                                   Your Family's Legacy