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Your Personal CFO

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Business Exit Consulting

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Comprehensive Financial Planning

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Real Estate Strategies

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Disclosures

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: California, Colorado, Illinois, Indiana, Nevada, Oregon, Utah, Washington

Insurance: California, Colorado, Nevada, Oregon, Utah, Washington

David E. Stone: California Insurance License #OB01934

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. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. In the State of Washington; Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. WA Insurance License #723431. Firm disclosure information available at www.LFG.com. Lincoln Financial Advisors Corp. and Stone Consulting Group are not affiliated.



CRN: 2792900-102419

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Contact Info

Address
1013 Galleria Blvd., Suite 270
Roseville, CA 95678

Phone
916.415.7062

Email Address
Jane.Isola@LFG.com

Office Hours
Mon. – Thurs., 9:00 AM to 5:00 PM
Fri. 9:00 AM to 4:00 PM