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Financial planning can help you...

stay on the right track.



 

As an experienced professional, I have worked with many people just like you with similar questions and concerns.

Whether you are planning for college, saving for retirement, looking to generate income from your assets, or investing to create a legacy, the creation of a well-conceived plan may mean the difference between achieving your objectives or falling short. Through Lincoln Investment, I can offer a comprehensive selection of quality products and services to help you achieve short- and long-term financial goals.

Financial Planning

Financial Planning

What is a financial plan, and why should you have one? We can help you create a clear plan that outlines how your income, investments, insurance, and taxes are working for you.

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Portfolio Management

Portfolio Management

Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well.

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Retirement Plans

Retirement Plans

Don’t wait until right before retirement to start planning. Here are some tasks you should review in the five years leading up to your retirement date.

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Investment Strategy

Investment Strategy

Now is a good time to remember that long-term investment goals tend to survive temporary market shifts.

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College Savings Plans

College Savings Plans

Years of experience have prepared us to guide you through your life transitions.

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Risk Management

Risk Management

On your way home from work, do you drive in the slow lane or the fast lane?

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Why is financial planning so important?

Creating a sound plan for your finances is possibly one of the most important things you can do for your overall financial success. It is important to understand your wants and needs and then create a financial strategy to help you achieve them.

Without understanding where you stand, and where you want to go, it can be extremely difficult to achieve any of your financial goals and dreams. Actually, it can be next to impossible. When you have a good understanding of what you need, you can establish realistic goals to improve your financial situation and help secure your financial future.

Essentially, a financial plan helps you establish goals, create a realistic strategy to reach them, and track progress toward success. No matter what stage of life you’re in — or what your goals might be — a financial plan can help you chart a course to success.

 

 

What are the benefits of having a financial plan?

Many advantages come directly from having a financial plan. From emotional and health-associated benefits to social and financial benefits, financial planning can have a positive impact on nearly every aspect of your life.

While there are almost too many benefits to list, some have a more significant impact than others. Some key benefits of financial planning include the ability to:

  •  KNOW how much money you have saved
  •  UNDERSTAND how long your assets will last
  •  LEARN how to best utilize and select options for your retirement pension
  •  RECOGNIZE when you might retire without the risk of running out of resources
  •  ASSESS the options available to enhance the security and longevity of your asset

 

Understanding The Financial Planning Process

The financial planning process helps you understand where you stand financially, identifies where you want to be financially in 10, 20, 30 + years from now, and designs a customized financial plan to help you get there. During a financial planning review, your advisor will help you:

The pyramid of financial needs<br/>

The pyramid of financial needs

How is your financial stability?

Reviewing the foundations of your financial picture can help you identify gaps in your financial plan.

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Using Award-Winning Financial Planning Technology

eMoney offers its clients a real-time, on-demand financial experience. Clients also have access to financial goal tracking, unlimited document storage, mobile web access, and more. Along with eMoney, we can help you gain control over all the moving parts in your financial life.

Getting Financially Organized:

  • Locating all of your financial accounts and connecting them to your secure client portal
  • Gathering and documenting the details of your insurance policies
  • Collecting the info on your employer benefits (i.e. 401k, health benefits, disability), and more!

See Awards here.

Seamless Account Access:

  • Keep all your information in one place using the most up-to-date financial planning portal
  • Easily access your account 24 hours a day, 7 days a week
  • Optimized user experience across all platforms



Talk to me today to see how I can help you create a customized financial plan.

Contact Me