Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.
Services
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Lincoln Financial Advisors is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and review a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Lincoln Financial Advisors is a nationwide financial planning firm with over 2,200 representatives in hundreds of offices across the country.
Our professionals have certifications and designations of CERTIFIED FINANCIAL PLANNER practitioners, Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.
Our professionals have certifications and designations of CERTIFIED FINANCIAL PLANNER practitioners, Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.
At Shallcross Financial Planning, our main service is to provide you an objective and comprehensive fee-based financial plan. Our team of professionals provides innovative custom wealth management resources with the personal attention and care needed to establish successful client specific financial blueprints.
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