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WEALTH MANAGEMENT

Simply having money is not enough. Our team has over thirty-five years of experience to help you define and deliver on your goals. Our advisors' job is to put your money to work for you in a customized plan developed around your specific needs.

OUR PHILOSOPHY

Your life isn't static and your money shouldn't be either. Our proven process allows for active management driven by your goals.

Business Meeting

 DEFINE GOALS

Working with you to define your goals and craft a personalized strategy around your objectives. 

In Meeting

INVESTMENT SELECTION

Investments, offered through Lincoln Investment, are custom selected to help minimize risks and maximize rewards.

In Meeting

ACTIVE MANAGEMENT

Investments, offered through Lincoln Investment, are actively managed to keep you and your investment strategy current. 

CLIENTS AS DIVERSE AS THE SOLUTIONS WE OFFER

CLIENTS AS DIVERSE AS THE SOLUTIONS WE OFFER 

Romantic Picnic Couple

PRIVATE WEALTH MANAGEMENT

Highly compensated professionals, business owners and affluent families present different opportunity and obstacles than many others. Our team has over thirty-five years of experience in building and preserving wealth. We specialize in areas such as wealth transfer, estate planning, asset allocation strategies, insurance solutions, charitable giving, and of course financial planning.

GLOBAL SPORTS

From athletes to managers and coaches, our team is no stranger to the arena that is professional sports. We know the challenges and game changers that come with competing at the top. Our goal is not only to guide your finances for today, but help preserve them as well for the unknowns of the future.

Baseball Pitcher
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ENTERTAINMENT

We understand the unique challenges that come with the entertainment industry because we serve clients that are in it.  We know that moments are usually hard to spare and that is why our experienced advisors work efficiently and communicate effectively. 

Us.

The typical CFC advisor is not typical at all. Our team members come from various backgrounds and each bring different strengths to the firm, yet we share the same client centric values in all that we do. 

CONTACT US

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©2018 CONSOLIDATED FINANCIAL

 

Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers.

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Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.

www.lincolninvestment.com             www.sipc.org          www.finra.org

Consolidated Financial and the above firms are independent and non-affiliated. 

When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. 

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IMPORTANT INFORMATION: This site has been prepared solely for informational purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. 

 

Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. 

 

Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. 

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Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.

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CONTACT
 

Office: (800) 232-2383

Fax: (248) 351-6001

 

HEADQUARTERS

29905 Middlebelt Road​

Farmington Hills, MI 48334

info@consolidated-financial.com

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