Legacy by Design LLC.
Cultivating Multigenerational Success in the Agricultural Community
Call Us Toll Free: (877) 523-7411
Legacy Certified Advisors™ Profile
E-mail: Info@Legacy-by-Design.com
Office: (877) 523-7411
Fax: (530) 345-7474
Cell: N/A
With over 30 years of financial planning experience, Scott says, “My objective is to help my clients establish clear financial goals… and provide them with an understandable and realistic plan to help them achieve those goals.”
In working with farm families, Scott identifies solutions to complex concerns involving ownership transition, financial security, leadership development, and estate tax provisions.
A graduate of Bradley University in Peoria, IL, Scott is a CERTIFIED FINANCIAL PLANNER™ practitioner, and has earned a number of other advanced designations and honors.
Scott Dolven is a registered representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.