The Next Level Planning

It almost goes without saying that everyone wants to do the best they can financially. Unfortunately, this is easier said than done. Although most people strive for this optimal state of financial health, they tend to fall short, even when they have professional advisors helping them. They pay too much tax, carry unnecessary risks, misallocate their time, and leave valuable opportunities on the table—sometimes knowingly, often not. Life moves fast, and if you don’t have the focus, framework, and fitness to coordinate everything and address the items that need attention, things slip through the cracks. Whether you are tired of playing “financial quarterback” for your family or simply have some questions that need answering, you are in the right place. As a client of The Next Level Planning Group: • Opportunities will stop slipping through the cracks • Your questions will be answered, and not in a “stock” manner, but in full justice to their underlying subtlety, psychology, and inter-connectedness • Your professional advisors will work together as a team • You will understand the big picture, including how it’s affected by the - minutiae, without having to dig into the minutiae (unless you want to, of course) • You will be better prepared to make decisions in a broader array of areas, without having to spend more time studying, preparing, or coordinating • Your financial house will be in order, you will go to bed at night knowing it is in order, and you will have the systems in place to keep it in order, no matter what life may bring The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and registered investment advisor. Licensed to sell securities in the following states: CRN-3733665-082521