1000 Main Street, Suite 1
Port Jefferson, NY 11777
631.743.4001
Plan today for a prosperous tomorrow
What will your retirement look like?
Life Insurance: Protection with a Purpose
In today's complex world, we could all use a little help. Economic Planning Group East would love to be chosen as your trusted advisor. Please let us know how we can be of assistance.
Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy best suited to you. Learn more here.
Annual IRA limits may seem small to you, but combined with the tax breaks and compounding, your investment can add up significantly over time.
Planned Giving can benefit the donor as well as the beneficiary.
Minimize your tax liability while preserving your wealth. Find out how to structure your estate plan to do both, here.
Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here.
Securities: Arizona, Connecticut, Florida, Georgia, Hawaii, Maryland, Massachusetts, New Jersey, New York, South Carolina, Texas, Virginia
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
