We are proud to announce that our own Joel Jensen has been selected to join the Resource Group of Lincoln Financial Advisors! Below please find the Press Release that has been created to share this news:
FOR IMMEDIATE RELEASE
JOEL JENSEN OF WEALTHPLAN PARTNERS JOINS THE RESOURCE GROUP OF LINCOLN FINANCIAL ADVISORS
The Resource Group (TRG) is a Nationwide Network of Top Planners within Lincoln Financial Advisors Working Together to Drive Practice Development and Provide Industry-Leading Service to Clients
[CLEVELAND, Ohio, April 19, 2016] — Joel Jensen, Owner and Financial Planner at WealthPlan Partners and registered representative of Lincoln Financial Advisors Corp. (LFA), was recently selected to join The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within LFA.
The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.
TRG is comprised of various committees and subcommittees which deliver ideas and actions critical to the success of LFA advisors and their business.
With 23+ years in the financial services industry, Jensen has been an integral piece of the WealthPlan Partners (formerly Professionals Planning Associates) growth trajectory. He joined the firm in 1993 after earning his degree from Cleveland State University. Jensen attained the Top of Cabinet honors level in 2015 and is recognized by Lincoln as a Premier Partner. He also currently is on the Finance Board for St. Luke’s in Cleveland.
WealthPlan Partners is located at 28601 Chagrin Boulevard, Suite 300, Cleveland, Ohio 44122.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,400 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
CRN-1480907-042216
Contact: Office Contact – Kathe Addison
Title – Practice Manager
Telephone – 216.595.4975
Email – kathe@gowealthplan.com