Bringing Purpose, Simplicity, and Coordination to Your Wealth Planning
My approach to working with clients can best be summed up in the following two quotes:
The highest level of giving “… is to help sustain a person before they become impoverished by offering a substantial gift in a dignified manner, or by extending a suitable loan, or by helping them find employment or establish themselves in business so as to make it unnecessary for them to become dependent on others.” —Maimondes (1135 – 1204) Jewish Rabbi
In a time of change, it is the learners who inherit the future. The learned usually find themselves equipped to live in a world that no longer exists. —Eric Hoffer, American Moral and Social Philosopher
With over 35 years of life experience in the world of wealth advising, economics, business, and raising a family, Brian brings the experience and integrity that is expected for and by the people we work with.
We don’t get what we expect, we get what we tolerate.
Time to live life like a kid again?
What are you committed to?
Time for a 2nd Career?
Want to discover new possibilities?
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: California, Connecticut, Florida, Indiana, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon and Pennsylvania
Advisory Services: Connecticut
This material is for general use with the public and is designed for informational or educational purposes only. It is not intended as investment advice and is not a recommendation for retirement savings. Lincoln Financial Advisors does not offer legal or tax advice.
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.
*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.