Alan Benson is a certified financial planner (TM) and practitioner with Lincoln Financial Advisors. He provides comprehensive financial planning, investment management, estate planning, business succession and insurance services to his individual and business clients.
Alan takes a holistic financial planning approach to identifying and solving his clients' needs. Alan works with successful individuals, families, retirees and business owners. Choosing a financial planner may be one of the most important decisions people make for themselves and their loved ones. As a CFP(R) certified, Alan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous
CFP (R) certification process that includes demanding education, examination, experience and ethical requirements.