Main Office: 650.377.4108
1510 Fashion Island Blvd. Ste. 210
San Mateo, CA 94404
We’ll take a 360 degree look at your current financial picture, estate plan and everything in between. Our comprehensive look includes an in-depth look at your cash flow, financial independence, property and real estate, risk management and putting your plan into action.
Planning fee is calculated based on income, assets and complexity with minimums starting at $2,000 for individuals and $3,000 for families. While there is no commitment to renew in future years, we find that comprehensive financial planning works best as a long-term partnership.
A look at one area of planning such as cash flow / budgeting, educational funding planning, or investment risk tolerance.
$500 - $1,500
This works best for clients with questions that can be looked at in isolation from your overall financial plan.
$250 / hour
We’ll review and evaluate broker recommendations, existing financial plans and specific financial products.
$250 / hour
Some clients prefer a more hands-on approach with their investments. We’ll assist in helping you to choose the right investments to maximize returns and minimize risk.
This description of services and sample fees is provided for informational purposes only. The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Osaic FA (formerly Lincoln Financial Advisors) and accompanying fee schedules. Clients should refer to their written agreement with LFA and accompanying fee schedules for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. For additional information on services and fees, clients should also review LFA’s Form CRS and applicable Forms ADV Part 2A, which are available at www.lfa-sagemark.com under My accounts—Disclosures.
Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.
*Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
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
