For Whom We Do It

The majority of our clients include business owners, employee stock option recipients, executives, professionals, and retirees interested in tax reduction strategies, preserving assets, protecting assets, and creating new capital for their families and special interests.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Maryland, Missouri, Montana, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin

John Marshall: California Insurance License #0B12349

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities are offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor, member SIPC. Investment advisory services offered through Lincoln Financial Advisors or Sagemark Consulting, a division of Lincoln.

The Resource Group is not an affiliate of Lincoln Financial Advisors.

See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

CRN-3603860-052421

The Resource Group is a marketing name for registered representative of Lincoln Financial Advisors