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Lincoln Financial plans for the big picture

Posted at 8:53 AM, Dec 01, 2014
and last updated 2014-12-01 12:29:51-05

Lincoln Financial Advisors is a paid advertiser of Sonoran Living Live

Jim and his team help families and business owners build, preserve and protect their wealth and quality of life - for themselves and their heirs.

They do this through independent, comprehensive financial planning -- encompassing retirement, investment, estate/tax and business owner planning.

By coordinating  and collaborating with your existing advisors, they bring added value to your advisory team. This unique approach is a strength that sets Jim and his team apart, and ensures the best results for you.

Finally, they will work with you to ensure that your carefully designed plans are implemented.

Jim and his staff do not claim to be all things to all people. He works with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities.

By limiting their scope, they have have developed a detailed understanding of the unique problems and opportunities that their clients face;   and of the strategies to help you grow and retain your wealth today, and pass most or all of it on to your heirs, or charity, in the most tax efficient manner.

Lincoln Financial Advisors
(480) 824-4118

Lincoln Financial Advisors is a paid advertiser of Sonoran Living Live