Why Our Clients Choose to Work With Us

 

The families we serve believe in this too. They have often told us they were looking for a consultant that could help them:

  1. Bring creative design ideas to the table in the areas of wealth creation, wealth preservation and business owner/business transfer planning. 
  2. To coordinate and collaborate with their existing advisors, such as their attorneys and accountants.
  3. Be a catalyst to “get things done."

Most of the families we serve have competent advisors such as attorneys and accountants that have helped them do some level of planning.  Yet we often find that this planning work is done at different times, and with different advisors resulting in a lack of coordination and/or missed planning opportunities.

We follow a process that allows us to take a global view of your families finances.  We work on a cross-disciplinary basis; not just from a legal, insurance, accounting or investment perspective, but across the board.  This process allows us to identify coordination gaps as well as missed planning opportunities. (Going from GOOD to GREAT!)

Our clients have told us that the difference between having their work done versus having it done as well as possible has not only meant greater confidence and clarity in achieving their plan, it’s also given them a sense of security knowing that their life’s work has produced a harvest that will benefit them, their family and the community.

If you believe that good is the enemy of great...if you have ever said “We’re fine. We have it all done,” you owe it to yourself and to your family to give us a call.  We will either confirm you are right and you do “have it all done” or we will highlight areas where you might be able to improve upon your existing planning work and the impact it would have on you, your family and your business.

***Note***Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.