"I provide financial planning services using solutions designed to fit clients’ needs to help them save and invest for their future and pass on their legacy to family and/or to charity."
Christa has close ties to the farming community and has made working with Agribusiness owners a focus in her practice. Christa understands the difficult and unique issues that face each farm family. She uses a comprehensive financial planning process to help families, individuals, and business owners design a financial plan towards ensuring financial security. Christa provides a range of financial planning services, using solutions designed to fit each client’s unique need. Additionally, Christa provides workplace education to both not-for-profit and for-profit organizations. Topical workshops include important issues from Retirement Planning, Social Security, Women & Investing, Investment Basics and many more.
Christa adheres to Lincoln's philosophy of "Serve First, Last and Always "SM. She feels it is important to work in a business climate whose culture endorses recommendations that are customized for each client and not just boiler-plate advice. She provides her clients a wide range of products and services designed to help keep them informed, and most of all, gain a sense of security.
Lincoln Financial Advisors
205 Titusville Road
Poughkeepsie, NY 12603