Pursue Financial Success

 

"Building Your Financial Foundation" through personal and business financial planning.

Your Financial Independence Depends on Successful Money Management.

At the Financial House, our focus is on your long-term financial success. Our professionals, as Advisory Representatives of Lincoln Financial Securities, can coordinate all aspects of your personal financial planning: funding for college education, retirement planning, estate planning, and insurance planning. As Registered Representatives of Lincoln Financial Securities Corporation, we can also help you build a balanced portfolio of investments by utilizing our asset allocation analysis. We can structure an estate plan that allows you to control the distribution of your wealth while reducing estate taxes and settlement costs.

Partners

We’re Focused On Your Financial Future.

It’s tough to stay ahead of the competition in today’s fast-paced business environment.

We help business owners understand increasingly complex financial regulations and tax laws. We offer advice on how to structure employee compensation plans, fund life insurance policies, and customize retirement and estate plans for your unique situations. We can also show owners of closely held or family businesses how t take advantage of unique opportunities to provide benefits, transfer ownership and provide for succession management.

We Want To Be Part of Your Financial Planning Team.

It is vital to coordinate your estate and retirement plans to meet your future financial objectives. We strive to work with your existing tax and legal advisors to insure that you have a coordinated financial plan that integrates both your personal and business objectives.

Look To The Financial House For Leadership.

Our goal is to help you help you plan for a sound financial foundation for your family. If you are a business owner, we will help you build your business to reach your financial objectives. You can be confident that our up-to-the-minute knowledge, extensive experience and integrity can help you build a sound financial foundation for the future. Our recommendations will be based on the use of only financial products and services of the highest possible quality.

Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice.  You should consult your individual tax or legal professional regarding your individual circumstances.