Account Access Plan, protect and retire with us Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We encourage you to give us a call or schedule a meeting with one of our Lincoln representatives to see how we can help you. Bill Porterfield, CRPC President | Financial Planner 817-442-4352 817-442-4138 firstname.lastname@example.org Peter Phan Registered Representative (817) 442-4352 (817) 442-4138 email@example.com Gabby Veytsman Client Relationship Manager firstname.lastname@example.org Schedule an appointment to meet with me Ways we can help... Traditional vs. Roth IRA Learn More My Retirement Savings Learn More Assess Your Life Insurance Needs Learn More Investment Strategies for Retirement Learn More Saving for College Learn More Insuring Your Business With a Buy/Sell Agreement Learn More Estate Management 101 Learn More Choices for Your 401(k) at a Former Employer Learn More We also provide comprehensive financial planning services. Click the link below to learn more! Financial Planning Services Have a Question? Name Email Address Phone Question Thank you! Oops!