100 Northfield Drive
Suite 200
Windsor, CT 06095
ph: 860-298-1930
fax: 860-298-1812
News
Simbury Resident Named Planner of the Year
R. Tracy Page, CFP®, a Private Wealth Advisor with Sagemark Consulting in Windsor, has been named the "Planner of the Year" of the New England Regional Planning Office of Sagemark Consulting/Lincoln Financial Advisors Corp. Page received the honor by being the leading producer for the region, which comprised 59 planners in 2006. Sagemark Consulting is a division of Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor.
Page lives in Simsbury, maintains his practice in Windsor and has been affiliated with Sagemark Consulting and its predecessors for 28 years. He is a member of the Financial Planning Association, the Society of Financial Service Professionals, and a member of the prestigious Sagemark Consulting Resource Group. He has been the feature speaker at many seminars and training meetings for the public, trade associations, accounting/law firms, and financial planning professionals.
Lincoln Financial Advisors is the first - and currently only - company to be recognized as an FPA® Alliance firm, a new program established by the Financial Planning Association®, the leadership and advocacy organization representing the financial planning profession. Through this recognition, FPA acknowledges that Lincoln Financial Advisors is committed to professionalism in financial planning.
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in Philadelphia, the companies of Lincoln Financial Group had assets under management of $234 billion as of December 31, 2006. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. Affiliates also include: Delaware Investments, the marketing name for Delaware Management Holdings, Inc. and its subsidiaries; Lincoln Financial Media, which owns and operates three television stations, 17 radio stations, and the Lincoln Financial Sports production and syndication business; and Lincoln UK. For more information please visit www.LFG.com.
R. Tracy Page is a registered representative of Lincoln Financial Advisors Corp.
Page lives in Simsbury, maintains his practice in Windsor and has been affiliated with Sagemark Consulting and its predecessors for 28 years. He is a member of the Financial Planning Association, the Society of Financial Service Professionals, and a member of the prestigious Sagemark Consulting Resource Group. He has been the feature speaker at many seminars and training meetings for the public, trade associations, accounting/law firms, and financial planning professionals.
Lincoln Financial Advisors is the first - and currently only - company to be recognized as an FPA® Alliance firm, a new program established by the Financial Planning Association®, the leadership and advocacy organization representing the financial planning profession. Through this recognition, FPA acknowledges that Lincoln Financial Advisors is committed to professionalism in financial planning.
Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in Philadelphia, the companies of Lincoln Financial Group had assets under management of $234 billion as of December 31, 2006. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life and disability insurance; 401(k) and 403(b) plans; savings plans; mutual funds; managed accounts; institutional investments; and comprehensive financial planning and advisory services. Affiliates also include: Delaware Investments, the marketing name for Delaware Management Holdings, Inc. and its subsidiaries; Lincoln Financial Media, which owns and operates three television stations, 17 radio stations, and the Lincoln Financial Sports production and syndication business; and Lincoln UK. For more information please visit www.LFG.com.
R. Tracy Page is a registered representative of Lincoln Financial Advisors Corp.
CRN200702-2003221
