Who We Are

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The Columbus regional planning office is part of Lincoln Financial Advisors – an independent broker-dealer with a national network of financial professionals. We provide integrated, personalized solutions and fee-based financial planning to help business owners, professionals, executives and retirees develop complex estate, business succession, retirement and investment plans. Lincoln Financial Advisors is an affliate of Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Lincoln Financial Group has a proud history of helping empower people to take charge of their financial lives with confidence and optimism.

The Columbus regional planning office difference:

Knowing what works: Our commitment to delivering an open architecture model gives you access to products and services from highly rated and recognized companies. Our Serve First, Last and Always^SM culture emphasizes our advisors’ dedication to helping clients.
Best practice business processes: Solutions that support multiple business models – including dual registrations for Investment Advisory activities as well as B-D registration for commission based products.
Depth & Breadth: The Columbus regional planning office supports a variety of financial products including investment and advisory products; annuities – fixed, index, and variable; long-term care products; and life insurance.
True Independence: Core infrastructure support so that you can operate as the practitioner without the pressure of acting as a business owner. We have no production requirements or proprietary pressures.

Retirement Planning: What You'll Need
It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.
The Future of Your Business: Succession Planning
Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.
The Cost of College
The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here.

Who We Are

Our Dynamic Process

Our Solutions

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: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

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.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

*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.

Who We Are

The Columbus regional planning office difference:

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