Sagemark Consulting
Rick MacBarron is affiliated with Sagemark Consulting. Sagemark Consulting is part of Lincoln Financial Advisors. Sagemark Consulting focuses on the financial planning needs of successful individuals and families including the owners of closely held businesses. Below you will find information about Sagemark Consulting, and Lincoln Financial Advisors.
Sagemark Consulting, a division of Lincoln Financial Advisors is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation - a Fortune 500 financial services company that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Group provides depth, stability and significant resources to our advisors and clients.
Serve First
Sagemark Consulting’s overriding philosophy - the one that distinctively defines the way we do business — is "Serve First, Last and AlwaysSM". Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today.
Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.
Sagemark Consulting’s Financial Planning Process
Sound financial health. It takes in-depth analysis. It takes careful planning. It takes solutions, tailored to help meet your unique requirements. We employ a disciplined, structured approach to financial planning which, by design ensures that we incorporate all of your needs, goals and objectives, in developing a financial plan that's appropriate for you.
We first fully understand and analyze the specifics of your financial situation and, then, provide you with the information, advice and alternatives you need to make informed decisions about your financial future. Each of our financial plans is designed to help meet your unique needs, circumstances and objectives.
Dedicated Team Working For You
Sagemark Consulting is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.
Lincoln Financial History and Profile
We are part of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates. We have a 100-year-old heritage of helping people find solutions to their financial challenges - with the same honesty, integrity, and responsibility that you'd expect from our namesake. It's a legacy that we proudly and respectfully continue each day.
The Strength of Lincoln Financial Today
Lincoln Financial is one of the largest financial services companies in the country. We believe our continued commitment to strength and stability is indispensable to who we are and critical to your confidence in us. We are a proven industry leader in identifying and delivering sophisticated financial strategies and product solutions for the creation, preservation, protection, and enjoyment of wealth. We are committed to helping clients redefine their retirement because we don't believe retirement is an end - it's an opportunity for everyone to start doing what they were meant for all along.