The Mohr Financial Group is a personal financial advisory firm which was established in 1984. The firm is comprised of five financial planners (affiliated with Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor, a CPA (licensed, not practicing on behalf of Lincoln Financial Advisors Corp.), and four planner assistants. Our five financial planners each have over 20 years experience, which brings the knowledge and expertise needed to help you toward accomplishing your goals.
Our mission is to assist you in developing and implementing customized financial strategies to help meet your unique personal goals, needs and objectives. This is accomplished by performing a comprehensive review of your current investments, retirement plans, insurance needs, and estate plan. The findings from this review will identify your needs, and financial planning solutions will then be recommended. We will assist you in implementing the recommendations, and provide quality personalized service to make certain your financial objectives stay on track.
The Mohr Financial Group serves as a catalyst to help you achieve the clarity of purpose and confidence you need toward achieving your goals. We utilize consistent practices founded upon knowledge, experience, and preparation. We listen to you to determine what you truly desire, and implement financial plans toward achieving those desires. When you partner with us, you work with a team of professionals to construct, implement and maintain your personally designed financial plan.