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Offering Securities & Investment Advisory
services to businesses
and individuals
...more

 

 

 

 

 

 

 

 

 

 

Financial Planning and Related Services
Financial Planning
Personal Financial Planning
Business Financial Planning
Financial Planning Flow Chart
Life-Changing Events Planning

 

 

 

 


Business Financial Planning

         
Where will your business go?

As a business owner, you need to set financial goals so your business stays on the path to success.

Business Financial Planning service includes

a thorough data gathering session to create a personalized business action plan designed with your businessís goals in mind,

 

periodic review and update meetings to help keep you on track, and

 

as-needed financial services to help support your plan, such as

 

 

 

o buy/sell agreements,
o risk management,
o defined benefits/pensions, and
o executive benefits.

 

 

Financial Planning Flow Chart

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©Rubicon Financial Partners, 2007. Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. Rubicon Financial Partners and the above firms are independent and non-affiliated. Important Disclosure.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. Important website information