Our Planning Process
- Comprehensive data gathering and clear development of your short term and long term objectives.
- A detailed review and accounting of your current assets, income and expenses, and understanding of what you will need to live on in retirement.
- Analysis and modeling of your current asset structure, and determining the probability of these assets and income achieving your financial independence, charitable, and distribution objectives.
- Prioritizing goals and issues.
- Educating and advising you on a full range of strategies that will give you the best chance to reach individual objectives. You will have a team that is focused on your entire financial situation.
- Regular reviews, annually at a minimum, to monitor your situation, make sure you are on track to meet your objectives, and revise your plan as necessary
Rachel Bernard
Registered Representative
(973) 989-1077
Rachel has been with Lincoln for 25 years. She has taken over for her father, Al Mashnouk whose 41 years with Lincoln helped them establish a strong client base that focuses on retirement...