4 Bay Road
Advice Tailored To You
We cater all of our plans to your unique goals and needs.
We Listen First
Whether you are saving for retirement or just starting to invest, we're here to help you work toward your financial goals.
Retirement Income Strategies
Retirement is a critical milestone that requires careful planning. We are here to guide you before, during, and after you retire.
One of our specialties is ensuring the smooth transition of assets from one generation to the next.
No two clients are alike. Therefore, no two plans should be, either. We are independent financial advisors that work for you. We get to know you and your unique situation and make recommendations that are always in your best interest.
Through our multi-step process, we get to know you and serve as your financial consultant along the way.
Meet Kevin, our Wealth Planning Advisor.
Building your financial future takes a lot of time, care, and attention. Together, we can get you to where you want to be.
At Lincoln Financial Advisors, we offer a high level of personalized service, independent recommendations, flexible investment strategies, and a listening ear. We serve as our clients’ financial coach and help you coordinate all aspects of your finances. From saving for retirement to having prudent insurance and estate plans, we have you covered.
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