What you do today determines your direction, your prosperity and your future.
When you retain Lincoln Financial Advisors, you benefit from financial planning and personal service unparalleled in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you need to make informed decisions about your financial future.
Our firm's philosophy - "Serve First, Last and AlwaysSM " - was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today.
My team's mission is to have each and every person we work with feel heard and find financial security in a consultative environment. My natural talents include the ability to listen and identify what is important to each client, and to help them understand complex financial concepts, allowing them to take action on their behalf. I am fluent in all areas of financial planning:
• Cash Flow
• Retirement Income
• Investment Management Programs
• College Funding
• Estate Planning
• Business Succession
• Tax Reduction Strategies
By acting in partnership with my clients and their other advisors, I am able to coordinate and implement creative strategies toward helping them successfully retire and plan for the unexpected. I am the catalyst in ensuring each client takes the necessary steps to accomplish all of their financial goals, while building long lasting relationships.