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Wilson Financial Group

What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.

*Securities and advisory services offered through representatives of Lincoln Financial Securities Corporation, a broker/dealer (Member SIPC) and registered investment advisor. Securities offered to residents of FL, GA, NC, SC, TN, TX and VA. Advisory services offered to residents of NC and TX. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliated companies. Lincoln Financial Securities and Wilson Financial Group are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-3732905-082521

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

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