Our advisors help a diverse group of clients of varying age, professions, situations, and needs. In addition, each of our advisors has experience and focused knowledge in select areas. We are experts in the following fields and bring a well-rounded perspective that allows us to provide advice on specific issues and options that many of our clients face:
We know that your situation is often unique and your retirement plan contains components such as:
In addition to our Individual Clients, we specialize in helping Employers discover how best to structure their retirement plan and work with them through design, implementation, and monitoring a successful plan. We focus on Non- ERISA and ERISA Plans and customize solutions to best fit the organizations goals. We work with the following types of organizations:
In addition to our Individual Clients, we specialize in helping Employers discover how best to structure their retirement plan and work with them through design, implementation, and monitoring a successful plan. We focus on Non- ERISA and ERISA Plans and customize solutions to best fit the organizations goals.
We work with the following types of organizations:
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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: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors. CRN2995395-031320
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200