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Offering Securities & Investment Advisory
services to businesses
and individuals
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Financial Planning and Related Services
Financial Planning
Personal Financial Planning
Business Financial Planning
Financial Planning Flow Chart
Life-Changing Events Planning

 

 

 

 


Personal Financial Planning

          
Where do you want to go?

To move forward, you need a destination and a plan to get there. A financial plan is your roadmap to help achieve your goals and dreams.

With a well-thought-out and regularly updated financial plan that integrates all your concerns, you will know what your next step will be.

Personal Financial Planning service includes

a thorough data gathering session,

 

a personalized action plan designed with your goals in mind,

 

periodic review and update meetings to keep you on track,

 

budgeting and cash flow analysis to help you make intelligent day-to-day
financial decisions, and

 

debt management, as needed, to help you regain your financial solvency.

 

 

Financial Planning Flow Chart

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İRubicon 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