LFA – Columbus RPO Contact Us Home About Us Planning For Clients For Advisors Contact Us Our Solutions Your unique financial plan will include a comprehensive evaluation, analysis and straightforward recommendations in one or more of the following areas: Accumulation planning – During the critical accumulation years, which begin when you start full-time employment and end when you retire, we can work with you to implement tax reduction and investment strategies. This approach can help you potentially maximize your savings, even while you are grappling with financial goals such as purchasing a home, paying off student loans, saving for your children’s education, and more. Investment planning – In today’s economic environment, obtaining investment information is easy; choosing the investments that are appropriate for you can be much more difficult. We assist you in identifying your investment objectives, evaluating your risk tolerance, analyzing your current portfolio, developing an appropriate asset allocation strategy and recommending various alternatives tailored to help toward meeting your individual needs and goals. Risk management – There are five factors that can stand in the way of achieving your financial goals: taxes, long-term care expenses, longevity, inflation and market risk. As you progress through the financial lifecycle from accumulation to retirement to passing wealth to the next generation, we work with you to develop strategies that will address your financial concerns and help manage the risks. Retirement planning – With retirement often lasting for 20 years or longer, many of our clients are concerned about maintaining their financial independence. To avoid a savings shortfall, it is critical to spend time now to help ensure that you will have enough money to afford the retirement lifestyle you desire. We will educate you and offer sound considerations regarding Social Security, Medicare coordination, retirement plan management and income distribution, not only through your transition to retirement, but also throughout your lifetime. Estate/asset protection strategies – Estate taxes can significantly shrink the size of your estate. We can help protect you from creditors and predators by providing advice on issues including property ownership, distribution strategies, estate tax reduction and tax payment techniques, in addition to will and trust design strategies. Business owner and exit planning strategies – If you own a closely held or family-owned business, we can help you maximize your hard-earned equity. Specifically, we can help you protect assets, transfer the business, build for retirement and preserve wealth. From business valuations to growth and exit strategies, we deliver a wide range of value-building tools and solutions. We also can work with you to develop an executive compensation plan that includes deferred compensation, supplemental group products and effective retirement plans to attract and retain key employees. Contingency planning – The probability that you or your spouse will require home health care or nursing home assistance, or suffer a disabling injury or illness is greater than you might think. If you have assets to preserve, then life insurance, long-term care insurance and disability income insurance should be considered. Protecting loved ones or survivors against these potentially catastrophic costs is an essential part of astute financial planning. Interesting Links Retirement Planning:­ What You'll Need It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here. The Future of Your Business: Succession Planning Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here. The Cost of College The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here. Who We Are Read More Who We Are Our Dynamic Process Read More Our Dynamic Process Our Solutions Read More Our Solutions Disclosure 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: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming 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. Portions © 2014-2015 Liberty Publishing, Inc. Portions © 1996-2021 SiteQuest Technologies. All rights reserved. “It takes as much energy to wish as it does to plan.” - Eleanor Roosevelt CRN: 3096169-052120