Lineage Financial Partners
Lineage Financial Partners offers a full array of retirement and insurance services. Our team offers creative solutions through an educational approach and consultative process to business planning, estate planning, retirement planning, and charitable planning to clients who are based across the United States. Our goal is to understand the unique needs of each client and to work closely with our clients in developing and managing a plan to help them accomplish their financial goals.
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Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action.
Smart About Money
Learn more about life events and financial decisions from Smartaboutmoney.org created and maintained by the National Endowment for Financial Education.
Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs