WE CONNECT SO YOU DON'T HAVE TO

We restore your time. Too many wealthy families hire the wrong professional hastily when the ‘metaphorical house is on fire.’ We provide a list of professionals for you to pick from so you can keep your house in order. We minimize the possibility of wealth erosion from investment loss, loss due to excessive income, capital gains, and estate taxation. Your privacy is of utmost importance. All our decisions and actions are always tempered with the weight of discretion – Keeping your information safe.

 

ACCOUNTANTS

Tax laws change every year. Stay on top of how those laws can benefit or hurt you.

 

ATTORNEYS

Estate, Corporate, Defense, Civil, Divorce, Mediation, M&A. Risk mitigation for any
area of law

 

BANKERS

The emergency account, paying the bills, getting leverage for your family and your business

 

 

BOOKKEEPERS

Whether to manage your own personal, your elderly parents or your business everyday cash flow

 

CARE MANAGEMENT

An advocate for your health or a loved one's health.

 

MONEY MANAGERS

Research and selection of investment options to coordinate with your financial plan

 

 

 

 


Registered associates of Best Times Financial Planning are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. Best Times Financial Planning is not an affiliate of Lincoln Financial Advisors Corp. CRN-2240120-091218