Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death.
A big part of keeping your dream alive is making plans to protect the financial situation of your loved ones, particularly your dependents. We believe that sound planning begins by building a strong base of financial security. Tony is an investment advisor representative and registered representative of Lincoln Financial Advisors (LFA), a registered investment advisor and broker/dealer.
A big part of keeping your dream alive is making plans to protect the financial situation of your loved ones, particularly your dependents. We believe that sound planning begins by building a strong base of financial security. Tony is an investment advisor representative and registered representative of Lincoln Financial Advisors (LFA), a registered investment advisor and broker/dealer.
Services
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.
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.
Tony DeChiara is an investment advisor representative and registered representative of Lincoln Financial Advisors (LFA), a registered investment advisor and broker/dealer (Member SIPC). He is a licensed agent with the Lincoln National Life Insurance Co. Tony has completed the following FINRA exams: Series 7 (General Securities) and Series 66 (Uniform Combined State Law Examination).
Jimmy started his financial planning career in 2006, and joined Lincoln Financial Advisors in 2008. He obtained Bachelor's Degrees in Economics and Business Administration from Pepperdine University and St. Mary's College of CA.
To further his professional education, Jimmy has earned his Chartered Retirement Planning Counselor (CRPC(R)) designation through the College for Financial Planning and has completed the education requirement through the College for Financial Planning to become eligible for the CFP(R) exam.Jimmy's main objective for his clients is to help them make informed decisions regarding their finances through a comprehensive and holistic planning process.
To further his professional education, Jimmy has earned his Chartered Retirement Planning Counselor (CRPC(R)) designation through the College for Financial Planning and has completed the education requirement through the College for Financial Planning to become eligible for the CFP(R) exam.Jimmy's main objective for his clients is to help them make informed decisions regarding their finances through a comprehensive and holistic planning process.
Prior to joining our team, Colene worked for New York Life as an insurance agent. In addition to Practice Manager, Colene is the direct contact for our VIP relationships and oversees all client service. Her responsibilities include managing the practice, onboarding and training of staff, notary services, and supporting client service as a whole for the practice.
Reviews (1)
Anna Grace
Oct 08, 2019
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I've been working with Tony for years and couldn't be happier with his service. He is honest, straightforward and easy to work with. He understands the PERS system and helps me to work with it to create the retirement I want. I recommend Tony to anyone looking for a partner in their retirement planning.
