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1000 Town Center, 26th Floor, Southfield, MI 48075

 

Fee Based Financial Planning

  • Lincoln Financial Advisors/Sagemark Consulting is a recognized leader in providing sophisticated financial and estate planning services.
  • Six Step Financial Planning Process:
  • Step 1: Concept Interview/Approach
  • Step 2: Data Gathering
  • Step 3: Financial Plan Design
  • Step 4: Financial Plan Presentation
  • Step 5: Implementation
  • Step 6: Review and Service