This Comprehensive Financial Plan, offered by Ann C. Alsina, an investment advisory representative of Lincoln Financial Securities Corp., Member SIPC includes: A minimum of three meetings lasting 60-90 minutes each. The first meeting is a fact-finding meeting to review your current financial situation and goals. At least two subsequent meetings will cover the plan itself, to include:

• Retirement Planning


• College Funding


• Estate Planning


• Net Worth


• Asset Allocation Review


• Risk Tolerance Assessment


• Survivorship, Disability and Long Term Care Analysis


• With optional budgeting and cash flow discussions

In addition to the written plan, you will also receive specific recommendations and follow-up as needed.

Basket includes:

• The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Stanley and Danko


• Note pad, pen, keychain and golf ball stress ball