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Financial Planning

Financial Planning

Financial Planning for Divorcees

Financial Planning for LGBTQ+

Financial Planning for Unmarried Couples

Retirement Plans

Tax Reduction Strategies

Investment Products

Investment Products

Green Bonds

Blue Bonds

Alternative Energies (Wind, Solar, Geothermal, etc)

Fair Housing 

Gender Lens Investing

Pro-Equality (Gender and Sexuality)

Exclusion of Firearms and Weaponry 

Promotion of clean water and oceans

Women lead/Governed companies

Green power industry

Exclusion of meat industry 

Promoting Fair Animal Treatment

Rehabilitating Real Estate

Pollution/Carbon Control

Promotion of Human Rights

Exclusion of Gambling, Alcohol, Tobacco, Pornography



Disability Income Insurance

Individual and Joint Life Insurance

Long-Term-Care Insurance

Guaranteed Income/Old Age Protection

Medicare Quote Portal*

* is free with no obligation to enroll. Lincoln Financial Advisors Corporation, and I will receive a referral fee from Healthpilot if you choose to enroll in a Medicare Plan. Therefore, my firm and I have a financial incentive to recommend that you contact Healthpilot regarding your Medicare needs. is owned and operated by Healthpilot Technologies LLC, a licensed health insurance agency, also doing business as Healthpilot Insurance Services in the state of California. Healthpilot is not connected with or endorsed by the U.S. government or the federal Medicare program. Healthpilot Technologies LLC is not an affiliate of Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation does not provide medical advice and is not responsible for, and makes no representations or endorsements regarding, the quality, accuracy, or reliability of any information provided by Healthpilot Technologies LLC, its representatives, or its websites

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you! |  608.287.3029