Partners and Process

The Construction Planning Group is a affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors, a broker-dealer and registered investment advisor. Sagemark Consulting has a distinguished tradition dating back over fifty years. The hallmark of the firm has always been to deliver personalized financial plans and strategic solutions that help meet the unique needs of our clients. This relentless focus and "Serve First" philosophy has lead Sagemark Consulting / Lincoln Financial Advisors to become a premier financial planning organization.

As Sagemark Consulting / Lincoln Financial Advisors presence in the marketplace has grown, so has their recognition as a leader in providing comprehensive fee-based financial planning services.

The Construction Planning Group's corporate structure provides significant resources to help meet your needs. Affiated with Lincoln Financial Advisors Corp., a division of Lincoln National Corporation, we operate from a position of strong financial security. Committed to providing outstanding personal service, we utilize a team approach to financial planning. The Construction Planning Group is responsible for managing all pertinent aspects of your financial plan. You benefit from the resources of a Fortune 500 company and the additional support of local and national wealth management teams. These professional teams consist of industry specialists who have strong technical background in all areas of financial planning.

Our Process