Gary Beane Email & Phone Number

What We Do At Lincoln Financial Advisors, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client. The process begins with the planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, we will discuss the solutions that can be used to implement your plan.

Fort Wayne, Indiana Area

A big part of keeping your dream alive is making plans to protect the financial situation of your loved ones, particularly your dependents. We believe that sound planning begins by building a strong base of financial security. We have access to a full spectrum of insurance products designed to help you manage the risks of premature death, disability and health care. We can provide guidance in choosing the type of coverage that is right for you and your family, including those available through your employer. Insurance products offered through Lincoln affiliates and other fine companies.

Worcester, Ma

Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement. Any company-sponsored retirement plans, individual retirement accounts, savings accounts, and other sources of income are evaluated. Then, an effective, step-by-step strategy is determined, taking advantage of current tax laws and suitable investment vehicles. Creating a strategy will help set the stage for a happy, secure retirement.

New York, Ny

Investment PlanningOur approach to investment planning relies on core principles developed and tested since the inception of our firm. These principles are: Asset allocation provides the foundation to managing portfolio risk and return potential; Tax efficiency and asset location are critical; Portfolio expenses must be scrutinized; No single money management firm can be all things to all people; and Our most important role is to be an objective advocate. Our goal is to control costs, be tax efficient and manage risk. This provides the most effective way of helping achieve your goals.