Waypoint Partners
28601 Chagrin Blvd., Suite 300
Cleveland, OH 44122-4500
216.591.2367
Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help towards achieving distribution objectives, we consider:
Tell us your situation and we'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs, including the following:
Buy-sell agreements
Gifts of corporate stock
Life insurance
Private annuities
Self-canceling installment notes
Family limited partnerships
Management control
Securities: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, West Virginia
Insurance: California, Florida, Massachusetts, Michigan, Minnesota, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Washington
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.
Not all Registered Representatives with our firm are able to offer advisory services. 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.