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Lincoln Financial Advisors

406 Science Dr. Ste 310
Madison, WI 53711
Phone:
  • (608) 287-3002
Fax:
  • (608) 287-3045

Kevin Mohr, CFP(R), CRPC

My primary goal is to help provide my clients solutions based on their specific situations, using Lincoln Financial Advisors resources.  This goal is achieved through personalized one-on-one meetings, where listening and understanding each client’s financial goals is paramount.  Many times, I have found that these meetings act as the beginning of long-lasting professional relationships. 

Through my affiliation with Lincoln Financial Advisors Corp., I am able to offer my clients a vast array of products and services from both Lincoln and non-Lincoln companies. Combining my access to cutting edge products and services to a first class financial planning process and my expertise, results in personalized financial planning solutions appropriate to each client.  Our solutions are designed to give each client maximum flexibility based on his or her short, mid, and long-term financial goals.
 
My areas of specialty include:
-Helping individuals and families with their retirement planning with a particular focus on retirement income needs. 
-Retirement and non-retirement investment plans. 
-Fee-based retirement and comprehensive financial planning.
 
I look forward to helping you build and review your financial plan, in allowing you to most efficiently and effectively toward your financial goals.

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Calculators

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