Our best-in-class client solutions, featuring comprehensive planning and advice, are the focal point of our customized financial strategies designed to meet the unique needs of every client, including the National Planning Institute, National Design and Estate Planning.

The National Planning Institute underscores our commitment to fee- based planning and a disciplined planning process. NPI helps financial professionals serve clients through personalized financial plans and strategies that meet the unique needs of every client. NPI gives financial professionals a gateway to access a team of dedicated planning professionals and array of resources, including planner development tools and technology for a better client experience, advanced planning and resource guides.

National Design provides legal case design support, compliance review, training and legislative monitoring. Case support handles thousands of requests for service each year, helping with technical, case design or related issues, Legislative monitoring reviews, tax publications, daily and provides updates to the field on important legislative matters. Training provides to users on technical taxation and case design issues. Publications create client and producer newsletters, marketing brochures and seminars.

Proper planning today can help leave your legacy intact. The transfer of an estate requires thoughtful decisions around how, when and to whom the estate will be transferred as well as the amount and timing of tax payments. Our experienced professionals will help create a customized estate planning strategy for your specific situation.

The Business Intelligence Institute (BII) is an Osaic FA initiative dedicated to supporting business owners with effective succession strategies. BII offers specialized resources, expert personnel, training, and technical support tailored to help owners of closely held businesses grow, protect, and ultimately transition their life’s work. Participation in this program is extended only to the most qualified financial professionals in our network. Our mission is to leverage our holistic planning approach, collaborative culture, and deep intellectual capital to help entrepreneurial clients make informed decisions and achieve their long-term goals.

Lincoln Executive Consulting (LEC) was developed to deliver a consistent approach and resources to work with executive clients and prospects across the country. Providing a consistent approach and array of resources for working with executive clients is their focus.  This team includes top financial professionals demonstrating expertise in developing comprehensive strategies that address the financial concerns of today’s top executives.

LEC is comprised of leading, tenured financial professionals who have demonstrated expertise developing comprehensive strategies to address the financial concerns of today’s top executives. Chosen from the financial planning professionals across the country within our organization, the LEC specialists possess advanced knowledge and technical skills coupled with a passionate commitment to their clients. They apply their advanced knowledge and technical skills coupled with their passion to helping others.

National Design provides legal case design support, compliance review, training and legislative monitoring. With experience on a wide variety of issues, the team is able to share the latest in planning to the field, including these services:

• Case support: Handles thousands of requests for service each year, providing assistance on technical, case design, or related issues.
• Legislative monitoring: Reviews tax publications daily and provides updates to the field on important legislative matters.
• Training: Provides to users on technical taxation and case design issues.
• Publications: Creates client and producer newsletters, marketing brochures and seminars.