We are a member of Lincoln Financial Advisors, the marketing name for Lincoln National Corp. and affiliates. LFA is a fee based financial planning firm with years of experience in Asset management, Business Continuation, Wealth transfer strategies and Executive benefits. As an independent advisor with Lincoln Financial Advisors and member of the Business Intelligence Institute an elite group of experienced advisors within Lincoln Financial Advisors and working with my local team of advisors, we are able to draw together a knowledgeable, experinced team with local and national resources. This enables us to collaborate with our clients advisors and serve business owners and families in the HNW marketplace. Our focus is to deliver comprehensive financial plan to address the complexities business owners face in their personal business, wealth preservation situation. James J. Kirlin Jr. is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor, member SIPC. Insurance offered through Lincoln affiliates and other fine companies. Private Capital Solutions Group is a marketing name for registered representatives of Lincoln Financial Advisors Corp.