Financial Planning

 

Your financial plan starts with your goals, not just numbers. I will take the time to understand your current financial situation, listen to your objectives and explain your options to help you make informed choices.   

I provide solutions and alternatives, but each client makes the final decisions about their own financial future.

My clients choose me for a caring style of financial planning that recognizes their needs and affirms their long term goals. 

My financial planning practice was founded on the goal of providing the most personal financial planning and investment service available in Central Florida.

Please contact me if you have any questions about my fee based financial planning services.  

If I am not able to assist you, I have a relationship with a variety of financial services companies, and may know a resource that can.

 

 

 

 

Sagemark Consulting, a diivision of Lincoln Financial Advisors, is a full-service fee based financial planning firm committed to helping clients pursue their financial goals.

Abundant intellectual capital is one of Sagemark Consulting's greatest strengths. Our  resources are managed nationally, but deployed regionally and locally. Because they provide a deep level of expertise and resources, I receive consistent, high quality functional support that enables me - and ultimately you - to receive the very best thinking available.    

Abundant intellectual capital is one of Sagemark Consulting's greatest strengths. Our  resources are managed nationally, but deployed regionally and locally. Because they provide a deep level of expertise and resources, I receive consistent, high quality functional support that enables me - and ultimately you - to receive the very best thinking available.