Philip Moshier of Sagemark Consulting Appointed to The Resource Group's 2015 Board of Directors

Share Article

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

News Image

Philip Moshier, CFP®, CRPC®, AEP®, financial advisor with Sagemark Consulting and registered representative of Lincoln Financial Advisors Corp. (LFA), was named chair of the Practice Management Committee for The Resource Group’s 2015 Board of Directors during the group’s annual meeting in Las Vegas, Nev. April 28 – May 1.

The Resource Group (TRG) is 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 – and partner with home office executives and committee concierge support to help drive practice development among advisors and provide industry-leading service to clients.

TRG’s Board of Directors is composed of chairpersons leading various committees and subcommittees made up of TRG members and home office partners. These committees deliver ideas and actions critical to the success of LFA advisors and their business. As Practice Management Committee chair, Moshier will be responsible for driving the optimization of services and solutions that enhance the day-to-day operations of an advisor’s practice, including website and software upgrades and streamlined back-office operations. Moshier has been a member of TRG since 2000.

Moshier has been with the company for over 30 years, joining Connecticut General Life Insurance in 1977. In his practice, Moshier focuses on providing comprehensive financial plans – including estate tax strategies, retirement planning opportunities, employee stock option strategies, and estate preservation. He has received LFA’s regional “Planner of the Year” award for continuing excellence in the financial planning field for the last four consecutive years.

Moshier earned a bachelor of science degree in economics from Denison University in Granville, Ohio. He holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Chartered Retirement Planning Counselor (CRPC®) and Accredited Estate Planner (AEP®), as well as FINRA series 1, 7, and 63 registrations.

Moshier’s office is located at 30700 Bainbridge Rd., Suite B, Solon, Ohio.

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.

About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015. Learn more at: http://www.LincolnFinancial.com. Find us on Facebook, Twitter (@lincolnfingroup), LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at http://newsroom.lfg.com.

Share article on socal media or email:

View article via:

Pdf Print

Contact Author

Kathy Vega
Lincoln Financial Network
+1 (860) 466-2955
Email >