Partnering For Your Future™.
Charitable Giving - Not Just for the Rich and Famous!
Whether you are Bill Gates, Ted Turner, or just an ordinary Joe, the gifting principles, tax benefits, and philanthropic rewards of charitable giving can be relatively the same, regardless of how large, or how small, your gifting program. The potential for a charitable income tax deduction or an estate tax reduction, coupled with an enhanced charitable image and sense of personal fulfillment, can make the gifting of assets very attractive. The fact is, you don't have to be super rich to reap the benefits of charitable giving.
Copyright © 2008 -- Liberty Publishing, Inc. All rights reserved.
Gene G. Stern, CLU®, CRPC, CFP®
President
805 Executive Ctr Dr W
Suite 120
St Petersburg, FL 33702

ph: 727.369.1512
fax: 727.578.4024
toll free: 800.232.3653

Gene.Stern@LFG.com

What We Do

At Lincoln Financial Advisors, our main service is to provide you an objective and comprehensive fee-based financial plan. We use this proven defined process to produce a customized financial plan written specifically for the client. The process begins with the planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, we will discuss the solutions that can be used to implement your plan.