Our Service Pledge to You
 

About Lincoln Financial
Management, LLC

  Meet our Team of
Professionals
  Contact Us
  Directions to Our Office
 
 
 
  Employee Benefits
  Business Planning
  Health Insurance
Partners & Networks
 
 
 
  Individual Health
Insurance
  Individual and Family Dental Insurance Quote
 
 
 
  Newsletters
     
   
     
 

Our Business Planning Services
Most small- to medium-sized business owners have their net worth locked inside their companies. Maximizing profits and growing revenue is only one aspect to a successful business plan. Business continuation is equally important. Business succession plans can ensure that your family gets fair market value for your business. Ensuring a smooth transition is important in preserving the business that you have spent a lifetime growing.

At Lincoln Financial, we will help design and implement a business succession plan that suits your needs. We will partner with qualified attorneys and accountants to make sure that a properly executed business succession plan is implemented.

The following are a few strategies that can be utilized in a business succession plan:

• Buy and Sell Agreement Funding
• Key Person Insurance
• Executive Bonus Plan (IRC – Section 162)
• Split Dollar Insurance Plans
• Cross Purchase Plans
• Stock Redemption Plans
• Long Term Care
• Salary Continuation Plans

Securities offered through Securities America, Inc. Member FINRA/SIPC. Cyrus Kiani, Stephen Letts and Donald Campbell, Representatives. Cyrus Kiani and Donald Campbell offer advisory services through Securities America Advisors, Inc.

Lincoln Financial Management, LLC and the Securities America companies are independent entities. Securities America and its representatives do not offer tax or legal advice. Please consult a tax or legal professional in regards to your particular situation and before taking any actions that may have tax or legal consequences.

We are licensed to sell and/or discuss securities products and/or insurance procucts to residents of the states listed below only:

We are licensed to sell Insurance Products in the following states:
AZ, CO, FL, GA, IA, IL, KS, LA, ME, MO, NC, NE, NY, PA, SC, TN, TX, WI

We are registered to sell Securities in the following states:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, LA, ME, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI