General Info

Sagemark Consulting provides a range of investment advisory solutions. The company is a part of Lincoln Financial Advisors, which is a full-service planning firm that that caters to the needs of customers throughout the United States. The parent firm assists in various matters, such as property ownership, distribution strategies and estate tax reduction techniques. In addition, it specializes in multitrust arrangements and revocable and irrevocable trusts. Lincoln Financial Advisors offers a variety of retirement solutions that includes need assessment, income modeling, asset allocation and benefits analysis. The firm has a wealth management platform, LincSolutions. It is a part of the Lincoln Financial Group.