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Building a Financial Plan
Building a financial plan that helps meet your needs is
easier when you rely on the expertise of Lincoln Financial
Advisors. We can help provide you with the appropriate
financial strategies for your individual needs through our
comprehensive financial planning services toward
meeting your goals in:
Jacqueline N. Davie Reaching and maintaining financial independence.
1330 Post Oak Blvd. Transitioning your business to the next generation.
#2800 Goal and risk based investment planning.
Houston, TX 77056
(713) 552-7966 Protecting your income and your family in the event of
a premature death or disability.
jacqui.davie@LFG.com
Safeguarding your dignity from a long-term care
event.
Rewarding your employees for their service.
Passing assets to the next generation in a protected
Securities and investment advisory services offered
through Lincoln Financial Advisors Corp., a manner.
broker/dealer (member SIPC) and registered
investment advisor. . Insurance offered through
Lincoln affiliates and other fine companies. Lincoln Call for an appointment and let’s get started.
Financial Group is the marketing name for Lincoln
National Corp. at its affiliates. CRN1788824-050417
16 3rd Quarter • 2017
www.texasauctioneers.org 3rd Quarter • 2017 texasauctioneers.org