Rick MacBarron, JD*, CFP

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• Rick MacBarron, JD, CFP , ChFC, CLU
• Sagemark Consulting
• 18400 Von Karman, Suite 400
• Irvine, CA 92612
• Tel [phone]
• Rick.MacBarron_at_LFG.com
• www.rickmacbarron.com
• Licensed, but not practicing
• CA Insurance Lic. 0B67618

Service Overview I work with the owners of
successful closely held businesses, as well as
other successful individuals and families. My
goal is to help clients achieve a sense of
security because together we create a
comprehensive financial plan based on their goals
and objectives which is designed to assure them
that taxes, expenses and creditor risks are
minimized, that the desired succession plan for
their business is in place, that their investment
portfolio is positioned for optimal performance,
and that they will leave a legacy that is both
significant and meaningful.

• The Comprehensive Planning Process
• Complete data gathering
• Quantitative qualitative (goals, objectives,
  aspirations)
• Analysis of the current condition
• Current and future projections of net worth, cash
  flows, costs and expenses
• Identification of gaps between existing financial
  planning and goals and objectives
• Discussion and exploration of financial planning
  alternatives
• Described, modeled, diagramed
• Plan Document (this is prepared at the end of the
  engagement and it summarizes the work that we
  have done together)
• Implementation of all of components of the
  financial plan

• Why People Hire Me
• Experience and professional background
• Unique planning ideas
• Coordination with other advisors
• Catalyst to action

• Areas of Focus
• Estate Planning
• Business Succession Planning
• Investment Planning

• Client Profile
• Business Owners
• Successful individuals and families

Rick MacBarron is a registered representative of
Lincoln Financial Advisors Corp. Securities
offered through Lincoln Financial Advisors Corp.,
a broker-dealer. Investment advisory services
offered through Sagemark Consulting, a division
of Lincoln Financial Advisors Corp., a registered
investment advisor. Insurance offered through
Lincoln Marketing and Insurance Agency, LLC and
Lincoln Associates Insurance Agency, Inc., and
other fine companies. It is not our position to
offer legal or tax advice. CRN201106-2055384