8755 West Higgins Road, Suite 200
Chicago, IL 60631
773.693.6100
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Appleton, WI

1010 South Oneida Street
Appleton, IL 54915


 

Paul J. Meyer, CRPC®, CBEC®

Financial Planner

Email Address

Paul.Meyer@LFG.com

Paul Meyer entered the financial services industry in 2005. He affiliated with Lincoln Financial Advisors after transitioning from a successful 15 year career in the utility construction industry, where Paul was part of family owned, and family run businesses. It is Paul’s mission to leverage his experience and skills to help others secure their families, protect what they are working so hard for, and to grow & transition their business interests. Having earned both the CEPA® and CBEC® designations, Paul works within proven processes to help business owners understand their exit options, whether they desire to transition their business to family, management, a competitor or a financial buyer. He does this with passion, integrity, and empathy. Paul affords his clients the opportunity to make educated and informed decisions toward reaching their objectives and be confident that their financial planning is and remains relevant and sustainable.

Paul has consistently demonstrated an ability to uncover coordination gaps and missed financial planning opportunities. He has the commitment and expertise necessary to translate these ‘gaps’ and ‘opportunities’ into immediate, actionable steps. Results of his firm’s time tested financial planning process driven by his client’s financial and non-financial objectives is simply greater client understanding and an increased sense of security. Paul helps his clients take action with confidence while keeping the financial planning process manageable.

He puts a premium on all of his relationships and believes that a successful engagement can only be realized through a shared vision. Having worked on hundreds of cases, his breadth and depth of the steps required enables him to explore multiple design scenarios before presenting the appropriate client-tailored options – no cookie cutter solutions! Paul also utilizes proven strategies to help you:

  • Attract, retain, and reward key employees
  • Develop a buy/sell agreement to protect you and your business
  • Pass on your estate, including your business with reduced estate tax consequences
  • Implement an Exit Plan to sell your business for the highest value
  • Enjoy a worry-free retirement based on sophisticated cash flow analysis and planning

As an active member of the financial, business and estate planning community, Paul stays on the cutting edge of industry changes and innovations by holding these designations, certifications and affiliations:

  • Certified Exit Planning Advisor (CEPA®)
  • Certified Business Exit Consultant (CBEC®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • National Association of Estate Planners & Councils (NAEPC)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Financial Planning Association (FPA)
  • Sagemark Consulting’s Private Wealth Services

Paul is an alumnus of Saint Norbert College where he earned a bachelor’s degree in business. Paul was born and raised in Appleton, WI. He and his wife Kate live in Appleton with their four children. They enjoy spending time together outdoors and are avid skiers, boarders and wake surfers. Their family is also very active in their community, church, and local nonprofits.

 

Daniel J.Weggel, ChFC, CRPC

Financial Planner

Email Address

Daniel.Weggel@LFG.com

  • Joined Lincoln Financial Advisors in 1990. Dan specializes in comprehensive financial planning that provides successful professionals, small business owners, families, and retirees the means to control their financial security.
  • BA degree in Business Administration with a major emphasis in Finance, from University of Wisconsin, at Oshkosh WI. Dan received his ChFC designation (Chartered Financial Consultant) from the American College in 1996. This was a series of 10 courses and exams taken over a four year period, focusing on the numerous intricacies of financial planning.