Our clients hire us to do three primary things: 1) Creative Design Ideas – Our process begins by bringing creative design ideas to the table that relate to your planning needs, many of which you may not have been previously exposed to. 2) Coordination – We will coordinate with your other advisors, such as your accountant and your attorney, to ensure everyone is working together to accomplish your goals. 3) Catalyst to Action– Most importantly, we act as your catalyst to get things done as your plan is not worth the paper it is printed on unless it is properly implemented. Those relate to the following four areas of planning: 1) Estate Planning & Asset Protection Strategies 2) Retirement Accumulation & Distribution Planning 3) Investment Planning & Management 4) Business Owner Planning Craig Bartlett, Nick Petriello, Jason Brito, Michael Jason, Anthony Sambrato and Bryan Murray are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Wealth By Design is not an affiliate of Lincoln Financial Advisors. CRN-4225742-012422