Sagemark Consulting
858-587-0101 Richard.Rojeck@osaicfa.com
About Sagemark Consulting
Sagemark Consulting is a division of Lincoln Financial Advisors, a registered investment advisor and broker-dealer.
The firm and its 1,400 financial professionals have a 75 year tradition of “serving first, last, and always”. In addition to offering comprehensive advice relating to their clients’ estate, business succession and retirement income planning, they manage over $30 billion in assets.
Rich’s clients benefit from the vast resources of Sagemark Consulting / Lincoln Financial Advisors.
Our Promise
A Tradition of Service
It’s the unique firm that can say it has over a 75 year tradition of client service. But at Sagemark Consulting, our commitment to “serving first” dates back to the 1940’s. Since that time, we have remained steadfast in our belief that our success rests on a commitment to placing our client’s interests first. We have remained consistent in our belief that the planning process facilitates the deepest understanding of our clients and their goals, allowing us to provide the best possible advice. And we strive every day to ensure that your experience in dealing with us, from how we greet you on the phone or in our lobby to our responsiveness to your questions, is courteous and efficient.
A Tradition of Strength
It is also the unique firm that can say it is a member of a Fortune 500 firm. Lincoln Financial Group, our corporate parent, has over a 100 year tradition of strength and integrity.
Compensation
We charge a fee for our financial planning services. The fee is based upon the scope of the planning engagement and the complexity of your situation. At the anniversary of the planning engagement, we will quote a fee for renewal services.
A key element of the planning process is plan implementation. This may involve coordination with other advisors for tax planning strategies, legal documents or other matters. We will help coordinate these activities to ensure their completion pursuant to your plan.
Because we are a full-service firm, we can assist you with the implementation of investment and insurance recommendations. Acting as an advisory representative of Lincoln Financial Advisors / Sagemark Consulting, a registered investment adviser, we would receive an advisory fee. If functioning as a registered representative of Lincoln Financial Advisors, a broker-dealer (member SIPC), to implement securities transactions, we would receive a commission. Should your plan involve insurance products to address various risk management objectives, we would receive a commission from the company whose product was chosen. This form of compensation, the receipt of a fee for a financial planning engagement or investment advisory services and a commission for securities and insurance transactions is generally referred to as "commission and fee" or “fee-based."