LFA Ventura
300 E. Esplanade Dr., Suite 1950
Oxnard, CA 93036
ph: 805.973.5908
toll free: 800.500.6153
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Our Process

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