UBS FINANCIAL SERVICES

Lincoln Financial Advisors, also known as Sagemark Consulting, is a full-service planning organization that offers a variety of financial security products and services throughout the United States. It provides customized financial plan development, retirement strategies and assets evaluation services. Lincoln Financial Advisors also offers real estate and ownership planning services. The company specializes in investment management and wealth protection strategies development services, as well as conducts various case studies. It provides assistance with a range of succession issues, such as stock redemption, private annuities, family partnerships, cross purchases, life insurances and buy-sell agreements. Lincoln Financial Advisors maintains a presence in Chicago and is a part of Lincoln National Corporation, which is one of leading providers of financial services in the United States and operates under the marketing name of Lincoln Financial Group.

Upchurch Financial Solutions Inc, based in Jacksonville, FL, is a consulting group specializing in settlement planning and comprehensive financial services. Their expertise encompasses Medicaid optimization, life care planning analysis, special needs trusts, structured settlements, and asset management. As a vital part of litigation support, Upchurch Financial leverages its experience to ensure that funds generated from settlements are organized to maximize financial benefits for injured parties. They collaborate with attorneys to navigate the complexities of resolving litigation, providing essential advisement on Medicaid structures, special needs trusts, and the mediation process. Generated from the website

Primerica is a financial services company headquartered in Duluth, Georgia, and has a branch office in Jacksonville, Florida. Founded in 1977, it focuses on providing personal finance education and offers products such as term life insurance, mortgage loans, and investment services, adhering to a philosophy of serving Main Street families with integrity. The company has pioneered the "Buy Term and Invest the Difference" approach, aiming to empower clients to make informed financial choices. Through their "How Money Works" educational materials, Primerica emphasizes the importance of financial literacy and long-term security, regardless of income level. Generated from the website