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Retirement & Education Planning

Pursue long term goals with a strategy that matches your financial goals.

Rick Clifford is a Registered Representative offering securities and advisory services through Lincoln Financial Securities Corporation, member SIPC www.sipc.org. Securities offered to residents of DE, FL, NC, NJ, NY, PA & UT. Advisory services offered to residents of NJ. Lincoln Financial Securities and Strategic Wealth Planners, LLC are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-4757090-052422
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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