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The highest level of experience, knowledge, and
ability is available to you in acquiring a customized financial
plan. You can have professional assistance in developing wealth
accumulation strategies to help meet your financial needs and objectives.
Whether your goals include one or many of the following areas, we
can help:
Professional Fee Based
Financial Planning { back
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If you have decided to make your dreams to acquire wealth a reality,
you have taken a tremendous step toward accomplishing your personal
wealth accumulation objectives. However, this is only one step of
many that can be taken to help achieve financial security for you
and your family. The next step is to develop a financial blueprint
for your wealth building. By setting financial objectives and developing
your financial plan you will accomplish your financial goals. A
personalized financial plan can help you piece together your retirement
puzzle and enhance your financial security by:
Coordinating your 401(k) plan and other company benefits with your
personal financial goals, dreams and desires.
Assist in reducing your estate taxes
Assist in the creation of a business succession plan
Based on your objectives, establish financial strategies for you
to reach your financial goals
Providing a funding plan for your children's college education.
Identifying opportunities to increase your wealth accumulation
according to your specific risk tolerance and personal goals.
With the vast number of investment products, increasingly complicated
tax laws and decreasing amounts of time to spend on financial matters,
a financial planner plays an essential role in helping you reach
your financial goals.
Financial planning is provided through Lincoln Financial Advisors
Corporation, a Registered Investment Advisor and Sagemark Consulting,
a division of Lincoln Financial Advisors, a Registered Investment
Advisor. Click
here to submit your request or call toll free at 1-(800) 375-PLAN
(7526) if you have any questions or would like more information.
The sooner you identify and analyze
your financial goals, the sooner you can enjoy the comfort and peace
of mind that comes with having a defined plan to reach them.
Yes,
I would like information on a plan design to
maximize my retirement savings!
Retirement Planning
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Lincoln Financial Advisors can help you estimate
what you will need to maintain your current lifestyle during
retirement. If you wish to establish a company sponsored retirement
plan or take advantage of your PEO retirement plan Pinnacle provides
The 401(k) Dream Plan© which allows you to customize your retirement
plan to meet your goals and objectives. When considering how to
maximize your retirement benefits one size does not fit all! Pinnacle
can assist you in maximizing your retirement savings opportunity.
In addition, we can establish IRA's, Roth IRA's, The Deferred Compensation
Dream Plan ©, tax deferred investments, managed investment
accounts, and other sources of retirement income taking advantage
of current tax laws and suitable investment vehicles to maximize
your retirement savings opportunities.
Yes,
I would like information!
Asset Management
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Whether you are buying a mutual fund for the first time or you're
an experienced investor with a diversified portfolio, we can help
you choose an investment strategy that fits your needs, goals, and
risk tolerance. We have the experience and access to the tools and
resources to properly evaluate your needs, develop a customized
investment strategy for you, and take advantage of existing tax
free, tax deductible, and tax deferred alternatives to help accelerate
your wealth accumulation. Our emphasis is on you rather than specific
products. We believe your money should be invested in a manner that
is consistent with your age, goals, financial status, and risk tolerance.
Yes,
I would like information!
Education Planning
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From Educational IRA's to Prepaid College Plans, we can help you
determine how much you will
need to put your children through college and the appropriate
plan and investment vehicles to provide those dollars.
Yes,
I would like information!
Estate Planning
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Estate taxes can consume much of what you have worked hard to accumulate.
Without proper planning there is little likelihood that the assets
remaining in your estate will be transferred as you wish. Lincoln
Financial Advisors can model various scenarios and work with your
legal advisor to examine your wills, trusts, and property titles
to possibly make recommendations that ensure adequate income for
your family and sufficient funds to pay estate costs. The wealth
that you have developed through a lifetime of effort should not
be reduced up to 70% due to taxation when their are Estate Planning
tools to neutralize this devastating result.
Yes,
I would like information!
Business Succession Planning
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Building and maintaining a successful business requires a tremendous
amount of time, energy and resources. Successful family businesses
may have been developed over more than one generation. Your business
may mean far more to you than an impressive financial statement,
it may represent the result of your creativity, knowledge, and skill
in your life's work. Succession planning provides for the continuity
of your personal financial security, business value preservation,
equitable distribution to your heirs, minimization of estate taxes,
and the peace of mind that your work will be preserved.
Yes,
I would like information!
Deferred Compensation
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Your management can select executives and business owners to make
contributions on a tax-deductible basis in a tax preference retirement
plan and eliminate highly compensated/owner excess deferrals. Click:
The Deferred Compensation Dream Plan ©
Click
Here
Yes,
I would like information!
Tax Reduction Planning
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Tax Deferred Wealth Accumulation Strategies
Income Tax reduction strategies
Tax free income programs
Capital gains tax neutralization methods
Estate Tax reduction programs
Yes,
I would like information!
Insurance Analysis
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A big part of keeping your dreams alive is making plans to help
protect the financial situation of your loved ones. We will support
your concerns by building a strong base of financial security through
wealth accumulation plans. In order to ensure your peace of mind,
we will assist you in determining what type of insurance plan is
most appropriate based on your goals and objectives to help protect
your family.
Yes,
I would like information!
David W.D. Core is a Registered representative of,
and securities offered through, Lincoln Financial Advisors Corp.
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