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Personal Finance

Sound comprehensive planning is the connective tissue between the many financial decisions in your life. 

All of our planning is fully customized to your situation and generally encompasses and connects estate, investment, retirement and cash flow planning.

Our work supplements and coordinates the services your other advisors provide. We look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help meet your objectives.

We adhere to the Lincoln/Sagemark philosophy of Serve First, Last and AlwaysSM and it uniquely defines the way we do business. The essence of this philosophy is that in all client engagements, regardless of the circumstances, we are committed to do whatever is required to get you to take whatever actions are necessary to put your financial affairs in appropriate order. Conviction in what we do; the courage to get our clients to take action; the competency to guide you; and communication that builds understanding and trust - these are the key qualities of "Serve First." These are the commitments we make to you when you choose to retain us.

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