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Russel G. Jones

Executive Director, Sagemark Consulting Private Wealth Services

Contact

Office: 724-834-8100

Fax: 724.834.8109

One Northgate Square

2nd Floor

Greensburg, PA 15601

regina.beatty@lfg.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: AR, CA, DC, FL, GA, IL, IN, MD, MO, NY, NC, OH, OK, PA, SC, TX, VA, WA, WV

Insurance: FL, OH, PA, VA, WV

Regina Beatty and Julian Grubbs are registered representatives of Lincoln Financial Advisors Corp. Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC), and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3386069-123020

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

Account Access

regina.beatty@lfg.com

julian.grubbs@lfg.com

Mailing Address:

One Northgate Square, 2nd Floor

Greensburg, PA 15601

Florida Location:

6151 Lake Osprey Drive, Ste 300

Sarasota, FL 34240