has been serving as an accessible and proactive point-of-contact for our clients' wealth management needs to deliver the insight essential for making more informed decisions. We have over 230 years of cumulative experience with an average tenure of 16 years, and a total of 16 industry credentials. Acting as financial counsel, we are dedicated to the Financial Planning Process: helping business own
ers and successful families and individuals gain perspective, vision, and discipline while reaching consensus among all of their advisors. This produces a fully integrated and complete look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans that help achieve predictable, more successful outcomes. As part of the financial planning process we utilize our proprietary, customized cash flow model CFM Horizon� – Financial Road Map. This wealth management diagnostic tool provides a visually straightforward blueprint that uncovers opportunities, optimizes resources, and assists in estate, retirement, and investment planning. The result is a holistic, logical and forward looking view of the client's financial situation. Our investment management strategy finds its roots in the financial planning process as we tailor investment portfolios to meet our client’s specific facts, risk tolerance, strategy preference and where appropriate integrated into CFM Horizon�. Additionally, we employ a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals. In addition to Cash Flow Modeling and Investment Planning, we offer the following wealth management services to meet our clients’ financial planning needs: Estate Planning, Personal Retirement Planning, Corporate Executive/ Corporate Retirement Planning, Business Succession Planning, Insurance Management, Private Investment Analysis, along with a variety of other financial analysis and guidance a client may need. Ultimately our overarching goal is to serve our clients by providing objective, comprehensive advice concerning their entire financial affairs in the following fashion:
- Sense of urgency on all client matters
- Independence with no competing corporate ties to financial institutions
- Fiduciary duty requiring to act on our client’s behalf as regulated by the SEC
- Fee that is competitive, transparent and all encompassing
- Inclusive oversight to monitor and report investment assets not held by our firm in a consolidated fashion
Advisory Services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com Capital Advisors, Ltd., LLC and the above named firms are independent, and non-affiliated. Tax services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.
