General Info

Lincoln Financial Advisors is a financial planning and investment advisory firm with offices nationwide, including a branch office in Houston. Along with its Sagemark Consulting division, LFA provides individuals with retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies. Its client list includes business owners, executives, professionals and retirees interested in minimizing taxes, preserving assets and earnings and creating capital for their families. Lincoln Financial Advisors is a member of Lincoln Financial Group, a diversified financial services firm. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. It was formed in 1968 and maintains its principal executive offices in Philadelphia. Lincoln National Corporation is a holding company, which operates multiple insurance and investment management businesses through subsidiary companies.