Jon R. Staebler, CLU has been selected as one of 65 financial planners from among 2200 financial planners across the country to join the Select Planner Group of Lincoln Financial Advisors Corporation/ Sagemark Consulting, (LFA/Sagemark), as part of the firm's Private Wealth Services Group Program which focuses on clients in the Very High Net Worth (VHNW) market.
This recognition and subsequent invitation to join the Select Planner Group was determined by identifying LFA/Sagemark financial planners who are most capable of working with VHNW clients. The criteria included demonstrated commitment to client service, current success and a rigorous internal evaluation.
As a Select Planner, Jon R. Staebler, CLU will be working with the most prestigious LFA/Sagemark financial planners in the country, as well as have access to proprietary resources in estate and business owner planning designed to provide unparalleled services to LFA/Sagemark's very high net worth clients. Regular symposiums and meetings will be held for Select Planner Group members to increase their innovative capabilities and improve the consistency and excellence of working with estate and business owner planning.
Lincoln Financial Advisors and Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor, is a nationwide fee-based financial planning firm specializing in meeting the financial needs of the affluent market. The firm is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation -- a Fortune 500 company.
