Lincoln Financial Advisors is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.
We are a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and significant resources to our clients.
Our name and reputation have been built on servicing each client as if he or she were our only client. The personal attention we provide is one of the primary reasons that many of our clients become partners for life.
We believe in Service - First, Last and AlwaysSM. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.
Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of our "Serve First" philosophy. And these are the commitments we make to each of our clients.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you'll be glad you did.
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Tony DeChiara, CRPC
Mr. DeChiara was born in 1965 in San Francisco, CA and moved to Eugene, OR in 1970. He is married to his wife of 25 years and has two children. He has completed the following FINRA exams: Series 7 (General Securities) and Series 66 (Uniform Combined State Law Examination).
Jimmy started his financial planning career in 2006, and joined Lincoln Financial Advisors in 2008. He obtained Bachelor’s Degrees in Economics and Business Administration from Pepperdine University and St. Mary’s College of CA.
Colene joined Retirement Planning Group in December 2006. Prior to joining our team, Colene worked for New York Life as an insurance agent. In addition to Practice Manager, Colene is the direct contact for our VIP relationships and oversees all client service.
Dawn joined the Retirement Planning Group team in early 2008. She brought with her at the time over 12 years of experience in business processing within the mortgage industry. Dawn is responsible for all insurance and investment new business processing.
Christina joined the Retirement Planning Group team in March 2012. Previously, Christina spent 16 years in various administrative and customer support positions. She has been an asset to the RPG team and filled many roles as she worked her way into directly supporting advisors and clients alike.
Turner joined Retirement Planning Group several years back while in high school to help support our team with filing and running investment reports. After moving away to attend college at Oregon State University of the Cascades in Bend, Oregon, Turner returned to our team in the summer of 2018.
Andrew originally joined Retirement Planning Group in 2018 as an Imaging Specialist converting our Practice to paperless while a student at the University of Oregon. After obtaining his Bachelor’s degree from the UofO in Economics with a focus in Finance, Andrew is now working as a Paraplanner supporting our advisors.
Jolie joined Retirement Planning Group in 2016. She started as a file clerk and has since transitioned into an Administrative Support role in which she helps the team by running accurate reports and creating summaries of clients’ accounts.
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: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Retirement Planning Group, LLC 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.