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The Lincoln Advantage

As registered representatives of Lincoln Financial Advisors, Validus Financial Associates works with clients to determine an appropriate fit for their retirement plan.

Lincoln accounts have some unique benefits that may not be available elsewhere, and we can help determine if those features are right for you. For example, we can explore fixed accounts earning competitive rates and see how that might fit into your overall financial plan.

About Lincoln Financial Advisors

Lincoln Financial Advisors ("LFA") is a nationwide financial planning firm with representatives in offices across the country. Associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using comprehensive strategies and state-of-the-art software. Through LFA, our advisors can help you implement financial solutions to address the unique needs uncovered during the financial planning process.

As a firm, LFA is among the leaders in offering retirement income security services. Our advisors and, ultimately, our clients can benefit from our National Planning Team of experienced and credentialed investment professionals and design attorneys* who assist in providing the information and solutions you need. We have a dedicated group of advisors who are specially trained to help clients meet their specific retirement needs and goals. These advisors have obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation from The College for Financial Planning, which has provided financial services education since 1972. Lincoln Financial Advisors Corp. was recognized by the Financial Planning Association as the first FPA Alliance Firm.

LFA's philosophy - the one that uniquely defines the way we do business - is "Serve First, Last and AlwaysSM". The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get you to take the actions that are necessary to put your financial affairs in appropriate order. Our advisors are singularly focused on helping you identify, quantify and ultimately toward realizing your retirement security objectives.

We Put You First

Working with a fiduciary** means that we put the needs of our clients and their families first when planning for their financial futures. This means that we’ll look at your current lifestyle and future goals to establish whether it’s best to leave your money in your Lincoln retirement account, or if it would benefit you to move your funds to an IRA.

Ready to talk about your next steps? CLICK HERE to make an appointment.

**To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

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