7650 Rivers Edge Drive, Suite 240
Columbus, OH 43235
614.431.4311
Brought to you by a group of successful financial professionals, Master Your Financial Success brings you insights into the most significant areas of your Financial Life. Paul Gydosh and Paula Tarpey collaborated with industry peers to co-author this book to guide you through your toughest, yet most fulfilling retirement, family and legacy decisions.
The goal of the book is to give back by sharing tips and the knowledge they’ve gained over their decades of experience in financial planning.
You’ll immediately benefit by learning from other’s real-life experiences on:
The counsel in this book comes from the collective wisdom and time-tested advice employed by the 14 authors who represent some of the brightest minds in the Financial Planning community. They collaborate by using best practices and the most effective and urgent planning techniques for the ultimate benefit of each unique client. They choose to work and live by the Linoln Financial Adviors philosophy of “Serve First, Serve Last and Serve Always.”
In Chapter 4, “Advanced Planning for Senior Executives,” Paul Gydosh discusses some of the biggest questions senior executives have about their financial futures. In Chapter 3, “Financial Planning for Today’s Unique Family,” Paula Tarpey looks at how today’s new family dynamics and structure have a big impact on financial planning.
Securities: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and Wisconsin
If you live in a state other than one that is listed, contact us at 614.431.4311, and we can explore the ability to market in your state.
Insurance: Arizona, Connecticut, Florida, Georgia, Illinois, Kentucky, Massachusetts, Maryland, Michigan, Minnesota, Ohio, South Carolina, Utah
Kensington Wealth Partners is not an affiliate of Lincoln Financial Advisors.
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.
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.
