Discover the many reasons it makes sense to purchase life insurance
and how to determine your financial needs.
"My commitment is to help people preserve, protect & avoid making financial mistakes." —Saul M. Simon
SIMON SAYS® Let us help you Put Your Future in Capable Hands
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. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated.
A diversified financial planning strategy will not eliminate risk or guarantee success. But it does offer an approach to help protect your assets, reduce risk and potentially grow assets over time. Talk with a qualified professional about how to put an effective financial planning strategy in place.
While it's best to get an early start, it is never too late to plan for the cost of your child's education. For assistance, call your professional financial advisor. He or she can help you plan today for your child's education tomorrow.
Tell us your situation and we'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs.
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficient strategy. The purpose of tax reduction strategies is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible.
We make a living by what we get, but we make a life by what we give.
Former British Prime Minister
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
16th President of the United States
There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.
John F. Kennedy
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
3rd President of the United States
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
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Securities: Arizona, California, Colorado, Connecticut, Florida, Hawaii, Louisiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington
Insurance: Florida, Louisiana, New Jersey, New York, Pennsylvania, Washington
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. 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.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
*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.