Lincoln Financial Advisors Near Me

Lincoln Financial Advisors Near Me – Most of us envision retirement as a happy moment, a reward for a lifetime of work full of potential and possibility. We have good reason to view retirement in a positive light. Americans are living longer and healthier lives than ever before. In fact, for some of us, retirement will be a full third of our lives. This of course means that our pension assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.

• How to “crunch the numbers” by estimating retirement costs and retirement income while accounting for inflation and taxes

Lincoln Financial Advisors Near Me

You also get a free workbook created just for this demo. This workbook contains key information, worksheets and questions to help you remember important points from the seminar.

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Paula Swain and James Gasparotto are registered representatives of Lincoln Financial Advisors, a broker/dealer (Member SIPC) and a registered investment adviser. 1000 Town Center, 26th Floor, Southfield Ml 48075. Michigan United Credit Union and Lincoln Financial Advisors have formed a strategic alliance. The securities, investment advisory services and insurance products offered through Lincoln Financial Advisors are not insured by the NCUA or any other federal agency, are not deposits of any credit union, are not guaranteed by the credit union and involve investment risks and can lose value up to the full value of the principal invested. Michigan United Credit Union is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Group is the trading name of Lincoln National Corporation (NYSE: LNC ) and its affiliates. Michigan United Credit Union | 576 E. Lincoln, Birmingham, MI 48009. CRN-5064606-102522 Disclosing bankruptcy to an employer is stressful. For financial advisors, it can damage their reputation and professional character, make it difficult to stay connected, and in some cases lead to termination.

The case for consultant Diana Behre, she claims, involves the loss of her job and book of business.

Behre, an advisor at Hampton Square Wealth Management in Augusta, N.J., filed a lawsuit against her former employer, Lincoln Financial Advisors, alleging wrongful termination after she filed for bankruptcy. The Fort Wayne, Ind.-based firm, which oversees $26.8 billion in assets under management, fired her in 2017 shortly after she disclosed it would file for Chapter 7 bankruptcy. Behre had been with the firm for 13 years. Behre says that in addition to being an independent contractor at the independent broker/dealer, she was also a W-2 employee working in a Lincoln Financial office.

Derek Smith Law Group filed the complaint on behalf of Behre on Sunday. A Lincoln spokesman said he does not comment on pending litigation.

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In 2007, Behre’s mother was diagnosed with stage four cancer and he moved in with her. Behre had been with the company for four years at the time and had a book of business that included clients from previous companies. Taking care of his mother’s needs, Behre changed his schedule to part-time. The medical bills took a toll on his personal finances, which were exacerbated by the economic shock of the 2008 stock market crash, according to his court filings.

Behre was advised to file for Chapter 13 bankruptcy to restructure his debt, with a plan to repay some or all of it within three to five years. She filed in 2011 but stopped short of proceeding to Chapter 7, where Behre was able to meet most of her obligations, after her mother’s death in 2013. The inheritance she inherited was an “insurmountable financial situation,” according to complaints. .

Behre notified Lincoln Financial of the situation in May 2017. The disclosure prompted a review of Behre by the company’s independent business conduct committee. Then, in September, the commission concluded in a termination letter that Behre was unfit to work at the hybrid independent broker/dealer and registered investment adviser.

Behre also claims that Lincoln withheld his book of business and denied him the opportunity to reach a mutual separation agreement with the company.

Action Steps To Take Right Now In Your 401(k)

Behre believes she was targeted and her work scrutinized just because she filed for bankruptcy. Lincoln Financial Advisors says it violated bankruptcy rules that protect debtors from discrimination. He also breached the employment contract he had with Behre by letting her leave without cause, according to Behre’s allegations. Lincoln Financial Advisors brings you local financial planning from registered representatives.1 Call (573) 443-1654 to schedule an appointment today.

1Neil Carr, Kasey Dial, Donna Bax and Mike Wheeler are registered representatives and investment adviser representatives of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and a registered investment adviser. Securities are offered to residents of AL, AK, AZ, CA, CO, FL, GA, IL, IA, KS, MO, NE, NM, OK, TX and investment advice is available to residents of AL, AK, AZ, CA . , CO, FL, GA, IL, IA, KS, MO, NE, NM, OK, TX. Insurance available through Lincoln affiliates and other fine companies.

Lincoln Financial Advisors and its representatives do not provide tax or legal advice. Securities and convertibles are not deposits, are not FDIC insured, are not insured by any federal agency, are not guaranteed by Hawthorn Bank, and may decline in value. Banking products are provided by Hawthorn Bank. Hawthorn Bank is not a subsidiary of Lincoln Financial Advisors Corp.

See Lincoln Financial Advisors (LFA)’s CRS Client Relationship Summary Form, available here, for detailed information about the relationships and services LFA provides to retail investors, related fees and expenses, identified conflicts of interest, standards of conduct and disciplinary procedures, among others. things. Forms LFA ADV, Part 2A, which describes LFA’s investment advice, the Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

The Schubert & Lassek Group, Financial Advisors In Lincoln, Ne 68508 2108

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