39 North 7th Street,
When you engage our services, you benefit from personal attention and our financial experience. With hands-on service, we educate our clients about financial concepts and products so that they can leave each meeting feeling confident about their future. You can feel at ease knowing we take the mystery out of take the mystery out of investing, insurance, estate conservation, and preserving wealth.
One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
With us, you're not subject to monthly meeting fees - you just pay as you go, meaning more money in your pocket you can use toward your goals. We can work on both smaller and larger plans, but regardless of the scope of work, we're always here to be a financial ally for you.
We understand the many challenges of retirement today and realize one of biggest concerns for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Our firm specializes in helping individuals develop sound retirement strategies. We directly help clients create their retirement plans so that you know what to do when you begin to transition from full-time employment to your golden years.
There are many milestones in life that we celebrate, and most of those come with much work and preparation. The hallmark of Lincoln Financial Advisors and Sagemark Consulting is our unique proprietary financial planning process. Through this process we can help ensure that you’re ready for those life events, whenever they come your way.
We'll always be straight forward and guide you along the right path so that you're more financially confident and secure in your future.
We believe everyone benefits from estate planning. A common mistake people make is neglecting to involve their property as a part of their financial planning.
With our expertise, you'll be able to develop a plan of action for protecting your estate and leaving a legacy to your family. Be confident in your future knowing that every aspect is taken care of.