About Us

We are your Go-To Resource for Business, Estate Planning Strategies, Retirement, and Investment Planning:

• Intellectual Capital
• Process
• Advanced planning techniques for business owners and high net-worth individuals

Specialized credentials in the following areas:

• Chartered Life Underwriter® (CLU®)
• Certified Business Exit Counselor® (CBEC®)
• Certified Exit Planning Advisor® (CEPA®)
• Certified Plan Fiduciary Advisor® (CPFA®)
• Austin Peterson is a CERTIFIED FINANCIAL PLANNER™ professional

We work with a group of professionals to help give you the most researched solutions to fit your business and personal goals. We collaborate with other advisors to understand your specific needs and present options to put you in charge of making decisions.

The Lincoln Financial Advisors National Planning Institute is a resource with unmatched expertise in serving business owners and their families. Between our practice and the National Planning Institute, thousands of clients have been served in the areas of succession planning, estate planning strategies, risk management, and complete customized wealth management.

Landon Mance and Austin Peterson are members of the Business Intelligence Institute (BII), a Lincoln Financial Advisors initiative focusing on business succession strategies. It is a collaborative group that shares resources to specifically serve the business community. BII is focused on supporting the needs and goals of business owners to help them grow, preserve, protect, and transfer their life's work through holistic financial planning and informed decision making.