Business Description

I believe strongly in utilizing client resources to their fullest potential, preserving their purchasing power and designing distribution strategies for maximum tax efficiency. My goal is to deliver objective, strategic and prudent advice designed to preserve, grow and transfer your assets, a "total solution" to help meet your financial goals.

At Integrated Financial Partners (IFP) and Lincoln Financial Advisors we employ a fully integrated total wealth management framework that provides a more complete view of your financial condition and planning issues. This approach leads to more effective decisions in that each component of your financial situation-your investments, retirement, estate and business if applicable-is analyzed and evaluated.

We then develop an objective comprehensive plan specifically tailored to help meet your financial needs and requirements.

I specialize in comprehensive estate, business succession and retirement planning as well as related insurance and investment strategies for my clients.

Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.

General Information

Gender:

Male

CRD#:

1957391

Firm CRD#:

3978

Name of Broker/Dealer:

Lincoln Financial Advisors Corp.

States Licensed in:

CA, FL, ME, MA, NH, NY

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Education

Academic Background

Degree in Economics - University College, Dublin (1972)

Services

Investment Types:

Insurance, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Annuities, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Fund Specialist (CFS)

Securities Licenses:

Series 7, Series 6

Insurance and Annuity Licenses:

Variable Annuity, Long Term Care, Variable Life, Disability, Life, Health, Annuity

Financial Organization Memberships:

Institute of Business & Finance, Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

10 - 99 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

100,000

Compensation Methods:

Hourly, Based on Assets, Commissions, Flat Fee

Fee % Based on Assets:

Hourly Rate:

$95

Flat Fee Rate:

$950

Additional Details on Charges:

Planning fees reflect complexity of work involved. Fees cover complete plan and service for a year. Minimum fee is $950.

Prepared By:

Sean Boylan, CFP®, CFS