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Invest with Understanding


The hallmark of Lincoln Financial Advisors and Sagemark Consulting is part of our unique, proprietary, financial planning process. As a people-focused firm, we provide a fully integrated and personalized approach to identifying solutions to produce a customized financial plan. 

Investments are essential – but they aren’t rocket science!  As a key component to your financial plan, it’s important that you actually understand what you are investing in, and why it’s the best choice.  Because we plan first and invest second, we’re able to tie the emotions to the math and put together an ideal portfolio for each client.  We accomplish that by acting as your advocate in the investment marketplace, where we objectively evaluate what’s available, and ensure that we find the best fit for you.


Working to Meet Your Needs

Working to Meet Your Needs


You deserve to feel financially secure, and we want to make that happen for you. We believe it’s our responsibility to help you make the most of your income and assets, and to help you make the most of your life.

We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives to make appropriate decisions about your financial future. 

So, how do we accomplish success together? It's simple, really. Our six-step process has proven to be effective time and time again. See how it works below: 

The Six Stages of Our Financial Planning:

Engage

Engage

We meet to establish and define the client-advisor relationship. This initial conversation is where I also learn more about you personally along with educate you on the process and what to expect. 

Collect

Collect

I collect data and information from you, such as goals and expectations. 

Analyze

Analyze

We will analyze information to make the most informed and strategic objectives based on your ambitions and needs. Part of this includes processing and evaluating your current plan, if applicable. 

Design

Design

I design a personalized plan with recommendations, including any alternatives, that can be either short or long-term that will help you reach your goals.  

Implement

Implement

Once approved, I'll implement and continue to monitor your investments so you can feel at ease knowing I'm looking out for you.

Review

Review

After a period of time, we'll meet to review the numbers together. From there, we can make tweaks or reevaluate  our actions based on the market. I'll make sure you know the best moves to make next and how to continue on the pattern of financial growth. 

Need Assistance with Your Estate? 

Need Assistance with Your Estate? 


We make the process of estate planning painless. Not to mention, we also specialize in agribusiness so you can leave behind your legacy financially sound and secure. 


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