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

Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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 2018 AdvisorWebsites.com. All rights reserved