Lincoln Financial Advisors and Sagemark Consulting are recognized leaders in providing financial and estate planning services to highly affluent individuals who already have some planning and advisors in place. Our financial planners specialize in providing integrated, personalized solutions to help affluent business owners, professionals, executives and retirees develop and implement complex estate, business succession, retirement and investment plans.
And we have developed strategic partnerships with many regional and national accounting firms, financial institutions and stock brokerage firms to help our planners penetrate their target market. These relationships not only benefit our partner firms and their clients, but also provide our planners with significant opportunity to expand their own businesses.
Although many of our clients have trusted, long-term advisors – an attorney, CPA and others – our work supplements and coordinates the services these advisors provide. What sets our planners apart is that they look at all areas of their clients' financial plans and pull them together in a cross-disciplinary manner to most effectively help the clients meet their financial security and asset preservation needs and objectives.