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Objective, Comprehensive Plans

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.

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Our Process

Through our multi-step process, we get to know you and serve as your financial consultant along the way.

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Meet Kevin

Meet Kevin, our Wealth Planning Advisor.

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How We Help

Building your financial future takes a lot of time, care, and attention. Together, we can get you to where you want to be.

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Our Firm

Our Firm

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.

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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