When you retain Lincoln Financial Advisors, you benefit from a premier fee-based financial planning firm with personal service unparalleled in the industry. We believe that it’s not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. We take the time to fully understand you and your needs and then provide you with the information, advice and alternatives you will need to make the appropriate decisions about your financial future. It’s our plan for your future.
Our firm's overriding philosophy – the one that distinctively defines the way we do business – is "Serve First, Last and AlwaysSM ". It 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 their 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.
Lincoln Financial Advisors is a member of the Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates – a Fortune 500 financial services company that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Group provides depth, stability and significant resources to our advisors and clients. This allows our financial planners access not only to Lincoln products, but also gives them access to insurance from other highly rated companies, private money managers, thousands of mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, and hundreds of fixed and variable annuity contracts.
With Lincoln Financial Advisors, our clients receive the better of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor. So if you'd like to create, grow, preserve and protect your wealth, the partner of choice is clear: Lincoln Financial Advisors.