Senior Vice President-Wealth Advisor
CurrentWHY THE LIN GROUP:Taking your retirement vision and helping to build it into a reality.When clients trust us with their personal and financial wellbeing, my team strives to provide exceptional professional service. We consider and use every appropriate resource and capability our firm has to offer to help our clients reach their financial goals.Leveraging the resources, products, and expertise of a world class wealth management firm, we can help clients' reach personal financial goals or solve business challenges. We operate with the service and mindset of a boutique firm so clients are able to receive the best of both worlds. Our goal is simple, but requires dedication, diligence, and effort. We work with clients to help identify financial goals like retirement or a vacation home and build a financial and investment strategy specific to each client.We advocate a long-term approach to investing and incorporate a goals-based wealth management process to financial management and investing consistent with each client's investment goals and risk tolerance. We can develop financial strategies that integrate retirement, liability/credit, college and savings, investment management. In addition, we work with clients on their retirement and concentrated stock diversification strategies as well as their estate plan with their estate attorney.
