The foresight for MOVING AHEAD
Envision having prudent financial guidance personalized to you that comprehensively and diligently addresses every aspect of your financial life, and inspires the confidence of knowing you have a well-defined direction for moving forward. We welcome the opportunity to apply our accumulated years of experience, wisdom, perspective and insight for your well-plotted path to financial independence.
We invite you to meet the Lineage Financial Planners team. To schedule a 30 minute consultation, please click on an option below. Or if you prefer, you can fill out the form at the bottom and we will contact you.
We look forward to hearing from you.
An investor without investment objectives is like a traveler without a destination.
Ralph Seger
