Together we develop long-term, forward-looking risk and return assumptions that lay the groundwork for setting return objectives and assessing risk expectations based on your overall plan., your investment goals and risk tolerance.
Collaborating with you, we construct asset allocations designed with your personal investment objectives and tax considerations in mind.
We select experienced asset managers with a demonstrated ability to prepare an investment plan for you.
We review each element of the program in an effort to ensure that policies are being implemented, managers are adding value, and risk is being controlled.
You receive full disclosure through education about risk and through reports of all fees and performance.
We will rebalance your portfolio annually and make any necessary money management changes if the situation warrants.
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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
California Insurance License #0763281
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.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.