Heritage Capital Group Inc

Upchurch Financial Solutions Inc, based in Jacksonville, FL, is a consulting group specializing in settlement planning and comprehensive financial services. Their expertise encompasses Medicaid optimization, life care planning analysis, special needs trusts, structured settlements, and asset management. As a vital part of litigation support, Upchurch Financial leverages its experience to ensure that funds generated from settlements are organized to maximize financial benefits for injured parties. They collaborate with attorneys to navigate the complexities of resolving litigation, providing essential advisement on Medicaid structures, special needs trusts, and the mediation process. Generated from the website

Lincoln Financial Advisors, also known as Sagemark Consulting, is a full-service planning organization that offers a variety of financial security products and services throughout the United States. It provides customized financial plan development, retirement strategies and assets evaluation services. Lincoln Financial Advisors also offers real estate and ownership planning services. The company specializes in investment management and wealth protection strategies development services, as well as conducts various case studies. It provides assistance with a range of succession issues, such as stock redemption, private annuities, family partnerships, cross purchases, life insurances and buy-sell agreements. Lincoln Financial Advisors maintains a presence in Chicago and is a part of Lincoln National Corporation, which is one of leading providers of financial services in the United States and operates under the marketing name of Lincoln Financial Group.

UBS is a leading global wealth manager and universal bank based in Switzerland, known for its comprehensive range of financial services, investment solutions, and personalized advice tailored for discerning investors and families. With strong capabilities in wealth management, asset management, and investment banking, UBS serves clients from all walks of life, helping them achieve their financial goals. The firm emphasizes its foundation of strength and stability, with significant capital reserves and assets under management. UBS is committed to providing informed advice and customized solutions, catering to both individual clients and corporate institutions, while fostering a culture of sustainability and impact within the financial industry. Generated from the website