Why Hire Us?

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I've learned the best way to answer this question is for us to talk. I’ll ask you a lot of questions and you can ask me just about any question you like. By doing this, I’ll be able to find out what your concerns and issues are and how I might be able to help you. And you'll be able to find out the things about me that you need to know.

On Trust

The only sustainable basis for a genuinely successful relationship between a financial planner and his clients is mutual trust and respect.

You have to know that I will always tell you the unvarnished truth – what you need to hear rather than what you want to hear – and that I will always put your interests first.

That’s how I conduct my practice and my life. I don’t know any other way.

The best advice I can give you is to seek trustworthiness even more than competence. If that means you end up choosing another advisor, do so knowing that I sincerely wish you every success.

I can’t promise specific financial outcomes. I can only promise truth, transparency, and trustworthiness. And from these things, good things will surely follow.

Some reasons we have been hired in the past...some may be yours too!

You want:

Your Advisors Coordinated - so you don’t have to manage your own financial planning
A better Rate of Return on your investments
A Roadmap showing you how to get to where you want to be
Ways to Legally Pay Less Tax
Your Family provided for...no matter what
Financial Planning...not a doorstop
An Investment Strategy you understand
To Control excessive spending
To Organize your financial life
To Avoid Big Investment Mistakes you are hard-wired to make

Save...Earn...Keep...More

How We Will Add Value

We'll help you explore what you really want out of your life
Offer insights gained by experience and clear thinking
Help you make good financial decisions in a confusing environment
Planning will prepare you for the unexpected...and here is always the unexpected

More Than Advisors, We Are Financial Planners

Imagine yourself retired, enjoying doing what you love - family time, travel, leisure, giving back, working on your Bucket List.

If you're ready, give us a call or send an email. We'd love to help you with what's important.

CERTIFIED FINANCIAL PLANNER™ certification
Master's Degree in Taxation
Certified Public Accountant*

*Licensed, not practicing on behalf of Lincoln Financial Advisors Corp.

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We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, Illinois, Oregon, Wisconsin

Insurance: Illinois

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. 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.