"Helping People Make Smart Choices about Life and Money Since 1986"

Home > Our Vision

Our Vision

When you partner with us, you will receive thoughtful advice based on your individual and family goals and values – delivered with unparalleled service from a professional who is specifically experienced in addressing the needs of the college community. Financial professional Neal Stokey is well versed in a variety of services you can use, and he can offer solutions designed to help you meet your needs.We are dedicated to adding value for our clients.

We have designed our practice to do the following:

Supply Vision - We help you clarify and understand your values using a variety of qualitative tools.

Share Commitment - We will discuss and design tasks and responsibilities for you and for us. Integrity, reliability, and trust are among our core values.

Provide Leadership & Support - When there are challenges that need to be met, we will be your coach to encourage you along your planning journey.

Put Wisdom to Work - As a practicing attorney with over ten years experience and a Certified Estate Planning Professional (CEPP), and experience as a financial professional since 1986, a great deal of knowledge has been acquired. Wisdom is the intelligent application of that knowledge.

Solve Human Problems - Lawyers often get a bad name in our complex society. However, good law schools teach good critical thinking skills. Whether practicing law or delivering advice, the process is the same: we practice excellent listening skills, communicate well, and offer appropriate and reasonable solutions.

The Legacy Planning Group, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Adviser. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

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. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

 

Branch Office:
4722 Star Ridge Lane
Frisco, TX 75034

IMPORTANT: Electronic mail sent through the Internet is not secure. We, therefore, recommend that you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery and timely delivery of electronic mail is not assured. We, therefore, do not accept time-sensitive or action-oriented messages to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.

Website Design For Financial Services Professionals | Copyright 2019 AdvisorWebsites.com. All rights reserved