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Our Independent Advisor Value Proposition

  • An Advisor Centric Organization that was designed for the True Independent Advisor who wants to take their business to the next level. True Independence means we are not defined by a company, broker dealer, or products - We Serve Our Customers.

  • Customized Business Development Plans and resources to help you grow your business.

  • National Brand Recognition with Local Support – Advanced Market Access & Client Expertise. 

  • Access to The Resource Group which consists of 200 top advisors within Lincoln Financial Advisors Corp. across America to help you with your financial planning practice. 

  • Business Market Expertise – From basic business valuation estimates, key person, and buy-sell agreements to Executive Benefits, Nonqualified Deferred Compensation, and ESOP programs.

  • Technology to address an advisor's needs to access multiple platforms, carriers, and tools with dedicated support to make your practice more efficient.

  • Risk Assessment for your top clients that is designed to help better serve their needs and write the business currently being left off the table. 

  • Marketing & Business Development Support – Website, social media, and integrated CRM to help attract and keep customers. 

If you are ready to take your business to the next level we would welcome the opportunity to show you why you should be looking to join the Lauber Financial network.

     Jordan B. Lauber


Feel Free to Contact Us. Questions, Comments, and Concerns.

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