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Financial Planning

Having a sound financial plan intact helps you prepare for your own future and financial stability, as well as your family's and even that of your business.

Overview

It just makes sense, doesn’t it? Having a sound financial plan intact not only helps you prepare for your own future and financial stability; it could also impact the lives of your children and future generations. A properly structured plan also enables you to face any financial challenges that may arise throughout all stages of life.

With assistance from Leone, McDonnell & Roberts, Professional Association, and through our partnership with Integrated Financial Partners, Inc., we can help you develop customized strategies to achieve your long-term goals, strengthen your financial security and maintain your quality of life. We’ll also help answer the countless questions related to the inevitable life events you will encounter. Sound like a plan?

Our financial planning specialists can help you with:

  • Cash flow
  • College funding
  • Business continuity
  • Estate planning
  • Income preservation
  • Retirement planning
  • Financial planning for special needs individuals
  • Tax reduction strategies
  • Wealth accumulation

David Verno, Joseph Quinn, Jr., and registered associates of Integrated Financial Partners, Inc. are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Lincoln Financial Advisors and its registered representatives do not give legal or tax advice. While the two firms work together to provide you with the best service possible, each firm is independently responsible for the services offered.

Leone, McDonnell & Roberts, Professional Association and Integrated Financial Partners, Inc. are not affiliates of Lincoln Financial Advisors Corp.