In January 2023, we joined Lincoln Investment to be able to offer our clients the best financial products with the best companies. Being a fully independent agency, we now have the ability to offer a full suite of products and services. Our advisors can help you with your retirement planning, life insurance, investment advice, college savings, and so much more. For more information, please review our services and products below.
With this change we are now able to offer many additional services and products through Lincoln Investment. One of those services is a comprehensive planning software and solution, eMoney. eMoney is a planning tool that adapts with your ever-changing life. From Goals Based to Cash Flow Based plans, advanced analytics, accounts aggregation, document vault, and so much more…eMoney helps illustrate your future in a easy-to-understand way. Through the eMoney client portal you can access all of your plans, accounts, and even store your financial documents. The Vault can store you wills, POAs, copies of deeds, and so much more. Best of all, this is a free service to our clients. Ask us today how you can take full advantage of this program!