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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.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
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Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
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