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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Strategic Private Advisory Group is a Chicago-based advanced financial planning practice that helps clients grow, preserve and protect their wealth. We believe that it's not only our responsibility to help our clients make the most of their income and assets, but also to help them make the most of life. It's our plan for their future.

Associates of Strategic Private Advisory Group are affiliated with Lincoln Financial Advisors Corp., a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates - a Fortune 500 financial services company that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Advisors provides depth, stability and significant resources to our advisors and clients.

Our culture of teamwork, focus on client needs and practical solutions, ability to adapt quickly to meet marketplace demands and drive to be the best providers of financial planning advice, are key factors to our success. We work diligently to meet and exceed the needs and objectives of every client - taking complex problems and deliver simple solutions by providing cross-disciplinary advice, precise execution and quality personal service. We are always striving to improve our depth of knowledge and quality of service.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.