Wealth Preservation: Planning to Leave a Legacy

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See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

Securities and Advisory Services offered by and through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Securities offered to residents of AZ, CA, FL, IN, KY, ME, MI, MN, NC, NJ, NY, NM, OH, PA, SC, TX, VA, VT and WI. Advisory services offered to residents of PA & TX. Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated. LFS-2047867-030518

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