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.
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