We utilize a team approach – anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients toward their financial goals.

Some needs are solved with financial products. Objectivity is the key to our process. Our open architecture platform gives our financial planners access not only to Lincoln products, but also gives access to products from other companies, private money managers, mutual funds managers, exchange traded funds, individual issue stocks, bonds, TIPS, public and private REITs, and fixed and variable annuity contracts.