Wealth Preservation: Planning to Leave a Legacy

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Mark J. Katelhon

Printed from: www.mkatelhonfinancial.com

Securities and investment advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Investments offered to residents of AZ, FL, ME, NJ, NY and PA. Advisory services offered to residents of PA. Lincoln Financial Securities and its representatives do not provide tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-2180014-071618

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

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