At Best Times Financial Planning, we serve others by providing families with comprehensive fee-based financial planning customized to their needs. We work in a fiduciary capacity to help in three areas:
come up with creative design ideas to meet your objectives through income and estate tax savings, wealth accumulation and distribution and planning for the inevitable changes we all go through during our lives.
Coordination and collaboration with other family members and advisors 3) being the catalyst to make sure things get done.
At Best Times Financial Planning, we believe clients need to have a clear and detailed roadmap to achieve their goals. Through our Custom Wealth Architect™ process, we examine our clients’ unique circumstances and build individualized long term plans.
Through hard work and perseverance, you’ve taken a vision and turned it into reality. You’ve built a successful business. You’ve created wealth. Maybe you’ve even begun grooming the next generation of leadership. Now, it’s time for the next phase – capitalizing on what you started.
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 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: Arizona, Arkansas, California, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia
Only to the extent that we are providing you with investment advisory services, including either comprehensive financial planning services or ongoing investment advice as part of an LFA[S] investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, we are acting in a fiduciary capacity under the federal securities laws, in particular the Investment Advisers Act of 1940.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. 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.