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Seeing the whole picture.
When you retain Lincoln Financial Advisors, you benefit from financial planning and personal service unparalleled in the industry. Debbie Charpentier takes the time to fully understand you and your needs. She then provides you with the information, advice and alternatives you will need to make the best possible decisions about your financial future.
We provide solutions and alternatives, but each client makes the final decisions about their own financial future.
Each financial plan is systematically reviewed to ensure it remains consistent with the client's long-term goals and objectives, and is aligned with our changing world.
- Each client receives confidential, highly customized, personal service.
Lincoln Financial Advisors utilizes a team approach - anchored by our highly skilled advisors, who are responsible for managing all pertinent aspects of financial planning. Additional support is obtained, when necessary, from local and national teams that consist of industry experts who have strong technical backgrounds in all areas of financial planning. This business model allows our financial planners a high degree of autonomy so that they can focus solely on assisting clients in helping meet their financial goals.
As a company, we believe in providing our clients with clarity and solutions that help meet their needs. We believe that long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the key qualities of "Serve First, Last and AlwaysSM." And these are the commitments we make to each of our clients.