Financial Planning Creating an individualized holistic financial strategy for our clients is our number one priority. Many individuals or companies may contact our professionals initially to invest a certain amount of money for them, or to purchase an insurance policy. The decision on how to invest, what insurance is proper, or any other financial recommendation for our clients can only be determined after a thoughtful analysis of our client’s full financial picture. Once the plan is agreed upon and properly established our job is to continually monitor the changes in our client’s lives and help them update their plan accordingly to help ensure their financial plan is designed for their future. Our financial planning services are provided through Representatives of Lincoln Financial Securities.