Home About Us Meetings Members Resources Connections Contact Us











Chapter: Holmdel, NJ

Tina Dhar
Financial Planner

Sagemark Consulting-Division of Lincoln Financial Advisors399 Thornall Street, 12th Floor
Edison, NJ 08837
Phone 732.767.6026
Fax 732.623.2088
Email: tina.dhar@lfg.com

Business Services and Finance


 

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything from complex investment products to elaborate tax laws is required. As the scope of financial services grows, so does the need for professionals to provide these services.

Tina Dhar has been involved in the financial service world for almost 20 years. She has been a Financial advisor for over 8 years, working with professionals, entrepreneurs, senior executives, and small business owners. She is an Investment professional providing expert fee based financial planning, wealth management, risk management, and retirement planning. She helps clients accumulate, preserve and transfer their wealth. Tina also focuses on complex financial issues relating to key executives of corporations such as; Stock Option Planning, Pension Planning; AMT Planning, Divesture of concentrated stock positions in company stock, Philanthropic Planning. Prior to working at Sagemark Consulting Tina has been employed with several prestigious Financial institutions such as American Stock Exchange, Manufactures Hanover Trust, Chase Manhattan Bank and Morgan Stanley in various capacities which enhances her well defined financial experience.

 

Sagemark Consulting, a division of Lincoln Financial Advisors, is a full service financial planning organization with over 50 offices throughout the United States. They have developed strategic partnerships with major accounting firms, financial institutions, banks and stock brokerage firms. “Serve first, last and always” is Sagemark’s client oriented core philosophy for the last 50 years.

 

Tina approaches your financial planning needs with a team of specialists. It’s the key to her success, and yours. Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine the right financial strategy for your individual needs. Tina and Sagemark believe that long-term client relationships are more important than short-term gains, and will never sacrifice the former for the latter.

Tina is dedicated to helping you:

  • Identify your goals
  • Develop a financial plan based on sound advice and knowledge
  • Implement your plan (if you desire)
  • Update your plan on a regular basis

Throughout this process, Tina never loses sight of one essential element—personal service. At Sagemark Consulting – a division of Lincoln Financial Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a plan for financial success.

 

Tina is married with two children and resides in Little Silver New Jersey. Her hobbies include long distance running, completing the Alaska Marathon in 2003. Additionally she enjoys swimming cooking and traveling.