A fully customized approach to financial planning that respects ALL your retirement goals. From the necessities to the dreams, we build your options together.
Systematic
First conversations. Discovery visits. Strategy sessions. Meetings to address every financial option and concern. We create an open-ended timeline of communication to build a better relationship and an enhanced understanding of your financial life. This is our foundation for your plan.
Specific
Your purpose is what drives you. We find those things you love most in this world and use them as energy and inspiration to propel you toward your retirement goals. Whether it’s travel, family or starting a new local business, we respect your vision! We will use our financial services to help you get there.
Skillful
We’ve built our local business over generations in the Jasper area. We pride ourselves on the financial skills and experience we’ve brought together, as well as on keeping up with the latest financial information as changes arise with each new year. We are your neighbors, and we’re devoted to our profession and its ability to help people in the community.
Full Financial Planning
We offer retirement products and services to help you achieve your retirement goals.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Lincoln Legacy Advisors, LLC is not affiliated with or endorsed by the U.S. government or any governmental agency.