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Plan, protect and retire with us

Life Insurance | Investments | Estate Planning | Business Owners

Contact us to make an appointment:

work with financial lincoln
James Gasparotto

James Gasparotto, Regional Director
Lincoln Financial Advisors Corp.
1000 Town Center, 26th Floor
Southfield, MI 48075-1183
Phone 248 948-4083
james.gasparotto@lfg.com

Are you investment options overwhelming? Would you like financial planning help to put your family’s financial picture together? A financial professional can help you take charge. A financial professional can work with you to assess your income needs, risk tolerance and retirement goals. Then, he or she can guide you through your product options, suggest the most tax-efficient strategies, and create a plan to build and protect your wealth.

Get help setting and sticking to a strategy

Good financial professionals will help you develop a financial plan that fits your needs. They’ll help you set goals and stay on track to reach them for today and the future. They can help you:

Danielle E. Workman,
Private Wealth Advisor,
Financial Center for Women
Lincoln Financial Advisors Corp.
1000 Town Center, 26th Floor
Southfield, MI 48075-1183
Phone 248 948-5187
Cell 734-738-6300
Danielle.workman@lfg.com
www.financialcenterwomen.com

  • Understanding your savings needs
  • Make savings decisions
  • Select funds and allocate your assets
  • Assess your risk tolerance
  • Understand how your investments can affect your taxes
  • Calculate your retirement income
  • Review your progress toward your plan and make recommendations
  • Decide when and how to retire
Michael Acho

Michael J. Acho, MBA, CFP®
Private Wealth Advisor
Lincoln Financial Advisors Corp.
1000 Town Center, 26th Floor
Southfield, MI 48075-1183
Phone 248 948-5100
Fax 248 948-5101
Cell 248 933-4339
michael.acho@LFG.com

Securities and variable products are not a deposit, not FDIC or NCUA insured, not insured by any federal government agency, not guaranteed by this bank or credit union and may go down in value. Michigan United Credit Union is not an affiliate of Lincoln Financial Advisors Corp. Credit Union products are provided by Michigan United Credit Union.

Investments and advisory services are offered through Lincoln Financial Advisors, Member SIPC, registered broker/dealer and registered investment advisor. Michigan United Credit Union is not an affiliate of Lincoln Financial Advisors. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker/dealer-affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates. Affiliates are separately responsible for their own financial and contractual obligations. Explore Lincoln.

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LincolnFinancial.com

Lincoln Financial Group
150 N. Radnor-Chester Road
Radnor, PA 19087
877-ASK-LINCOLN
877-275-5462
CRN-4505085-031122