Andrew Tuell
Lincoln Financial Group

Tel: (480) 824-4112
4900 N Scottsdale Rd ste #3700
Scottsdale, AZ 85251

Financial Planning focused on you

Lincoln Financial Group | Financial Advisor in Scottsdale ,AZ

About Lincoln Financial Group

As a Financial Consultant with Lincoln Financial Advisors/Sagemark
Consulting in Scottsdale Arizona, I work with clients to build
strong and secure financial futures. Working in financial services
in Scottsdale since 2007 I have the commitment and resources to
help build strong relationships and customized investment
strategies for my valued clients.

The areas I focus in are
-Fee and non-fee based financial plans
-Investment management
-401k rollover,
-IRA?s
-Life insurance strategies
-Small business retirement plans
-Estate planning strategies
-Educational planning.

Please contact me for a complimentary financial consultation at
480-824-4112

You can also visit my website at andrewtuell. com


General Information

Firm Start Year:   2007
Name of Broker/Dealer:   Lincoln Financial Group
Name of Custodial Firm:   Lincoln Financial Group
States Licensed in:   AZ
Number of Years with Current Firm:   7


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Life , Long Term Care , Variable Annuity , Variable Life , Health


Firm Information

Firm's Number of Clients:   2000
Firm's Number of Planning Clients:   1500
Firm's Number of Managed Clients:   1000
Assets Managed by Firm:   100 Million +
Assets Managed by Advisor:   35,000,000


Education

Bachelors of Science in Business Administration - Finance and Marketing  Northern University University - Flagstaff Arizona
August 2005-May 2007



Faqs

  • What are your qualifications? What is your education background? A degree in Finance and Marketing and further employment with Vanguard and AXA Advisers has allowed me to utilize different strategies and form a customized strategy for my clients
  • What is your approach to financial planning? My view is to approach every situation as if I was the client and build a strategy that looks at investment experience and philosophy to build a cohesive investment and planning strategy.
  • How are you compensated? How will I pay for your services? I am compensated 3 ways. 1) on a few or non fee basis for a financial plan 2) after we determine a stratgey and I have educated my clients on the pros and cons of different investments the company may pay me directly. 3) last and most importantly by being introduced to like minded individuals that are looking for a good steward for their planning and investments.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Before every transaction or reallocation I always reach out to my clients and let know when and why we are making changes
  • How much risk should I be willing to take? This is determined by our conversations your individual situation and what your are trying to achieve.
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Andrew Tuell

Andrew Tuell


As a Financial Consultant with Lincoln Financial Advisors in
Scottsdale Arizona, I work with clients to build strong and secure
financial futures. Working in financial services in Scottsdale and
the valley of the sun for the past 8 years I have the commitment and
resources to help build strong relationships and customized
investment strategies for my valued clients.

My job is to assist you in mapping out your financial goals and
guide you in selecting the appropriate strategies to help you work
toward your objectives.

Some of the areas I focus in are investments, life insurance, 401k
rollover, IRA?s, business retirement plans, individual and company
health insurance, estate planning strategies, executive benefits
plans, risk management, and educational planning.

I Graduated from Northern Arizona University with a degree in
Finance and Marketing. My wife and I have been together since 2002
and we love spending time with our son and daughter.

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My Services


Financial Advice & Consulting

We offer complimentary consulations and a detailed plan to all of our potential clients. This allows us to build trust and demonstrate what seperates us from our competitors. Strong relationships are the key to sound fianancial advice. I specialize in Retriement Income Distribution Strategies to make sure that my clients are able to retire and distribute money for themselves and family is the most appropriate manner.


Financial Planning for Businesses


Portfolio Management

Fee based management from a non mutual fund company provides unbiased recomendations and portfolio construction. Diversification is key to maiantinging a long term investment strategy. I use non correlated asset classes coupled with tactical and stratgeic allocations to provide a smoother long term investment strategy.


Communities Served

Chandler El Mirage
Fort Mcdowell Fountain Hills
Gilbert Glendale
Mesa Paradise Valley
Peoria Phoenix
Scottsdale Sun City
Tempe Sun City West

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 7:00 PM

Awards & Recognitions


Top Wealth Managers in Phoenix 2013
(09/2013)

Top Wealth Managers in Phoenix 2013 Phoenix Magazine

Social Networks


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