Discover the many reasons it makes sense to purchase life insurance
and how to determine your financial needs.
When life demands a broader financial perspective; it's time to change your vantage point.
Today you need to keep an open mind and realistic perspective on your finances. It is at these points in time that our role as wealth advisors becomes even more critical to those we serve. The Strategic Private Advisory Group helps clients to adjust and stabilize their situations, while offering the opportunity to recapture the sustainable financial success they desire.
Test your current financial assumptions in today's new reality; The Strategic Private Advisory Group stands ready to assist you and your family.
Over the years we have developed a finely tuned process that has been specifically designed to capture the myriad of financial planning objectives our clients have. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).
Planning for your financial success may seem complicated in today's world. We have the experience, knowledge and resources that are crucial when addressing today’s broad financial planning environment.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Tennessee, Texas, Virginia and Wisconsin
Christopher R. Fasano:
California Insurance License #0M94422
William D. Schultz:
California Insurance License #OC24632
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.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.