Sagemark Consulting

Who We Are

We are Sagemark Consulting, a premier fee-based financial planning firm affiliated with Lincoln Financial Advisors. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies that help meet the unique needs of our clients. This relentless focus and "Serve First" philosophy has enabled Sagemark Consulting to evolve into one of the premier fee-based financial planning organizations in the United States.

Our Difference

Our unique corporate structure provides significant resources to help meet your needs. As a member of Lincoln Financial Group, a diversified financial services company with $251 billion of assets under management as of September 30,2007, we operate from a position of strength. Committed to providing outstanding personal service, we utilize a team approach, anchored by a highly skilled professional - your Sagemark Consulting Financial Planner. Our financial planners are responsible for all pertinent aspects of your financial plan. You benefit from the resources of a Fortune 500 company with the additional support of local and national wealth management teams. These professional teams consist of industry professionals who have strong technical backrounds in all areas of financial planning. This business model allows our planners a high degree of autonomy so that they can focus solely on assisting you in helping meet your financial goals. Your financial planner will cultivate a relationship based on understanding what is most important to you.

Through this dynamic process, we explore your financial situation - such as income needs and evaluate your retirement and estate plans. Thus, high quality expertise and deep resources ensure that you receive the very best thinking our firm has to offer.

One-on-One Financial Planning

Call us at the location closest to you today for a private consultation or visit us on the web at www.SageLinc.com and find out how our difference can help save you time and money.