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Broad Experience in Many Industries

Over the years, we have worked with companies that represent a broad range of industries including Publishing, Independent Grocery, Food Manufacturing and Distribution, Real Estate owners/developers, Construction, Transportation and Logistics to name a few.

Our clients share these common traits:

  • They have worked hard to build a business, career and a lifestyle
  • They have achieved a high level of success
  • They have trusted advisors - Attorney and CPA
  • They are busy and time is a luxury
  • Private Capital Solutions Group offers comprehensive financial planning through
  • Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor.

OUR CLIENTS HIRE US TO ACCOMPLISH THE FOLLOWING:

  1. Be the Catalyst - provide leadership and quarterback a process to get things done
  2. Cut through the Clutter and Complications - Identify issues and opportunities that produce progress
  3. Develop Creative Ideas - in the areas of business transition, exit planning*, estate planning, tax reduction strategies, investment and retirement income planning *Exit planning provided by third party resources
  4. Coordinate and Collaborate - We can collaborate with your advisors to make sure your planning is properly implemented

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