What We Do

  • Does your financial or retirement plan anticipate market volatility?
     
  • Is your portfolio's current valuation on target to help toward meeting your objectives?
     
  • Have you ever "audited" your financial plan to "stress test" how sensitive it would be to market flucutations?

If you answered "no" to any of these questions, then you are leaving your financial future to chance. The whole purpose of having a investment plan is to plot a course for your financial future. If your plan is well designed, it can serve as a map of your financial course and realistically show you that there will be peaks and valleys along the way.

Unfortunately, most financial and retirement plans unrealistically assume that your portfolio will increase by the same return each and every year and ignore these crucial risks. We all know the markets simply do not perform that way.

In declining markets, it is more important than ever to understand these critical risks of your financial future. That's why, we are offering you a financial plan "audit" to help you understand these risks that had previously been ignored. So, instead of leaving your financial future to chance, you can turn it into choice. Your choice.

What have you got to lose? Ignoring these risks certainly hasn't helped you. Please call us to find out how you can take advantage of this opportunity. You can call me directly at 248-948-5123 to schedule a time to speak with us. We can help you navigate these volatile markets.

Through our experience and depth of knowledge, we help our clients design effective strategies to help them accumulate, preserve, protect, manage, transfer and distribute their wealth.

Our Main Service

At Hart Financial Solutions and 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 financial planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a generic financial plan which has specific findings and recommendations regarding your current situation and what needs to be done to help you achieve your goals. In addition, we will discuss the solutions that can be used to implement your financial plan.