15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Reinforced by a culture of independence, you have the freedom to build equity through your brand or ours. Whether you want to run a fully independent practice or rely on us for more integrated services, we provide the infrastructure to help manage, regulate and grow your practice. We are here to support you every step of the way.
Whether Integrated or Fully Independent, you will have the flexibility and creative solutions to help you succeed. Here are some other benefits and resources available to all of our registered affiliates:
In addition to being a General Agency for Lincoln Financial Group, WealthPlan Financial also serves as an independent insurance agency with access to all major carriers. This means you have the freedom to offer the product that best meets your client’s needs while still having access to exclusive benefit opportunities, including: