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THE NEXT LEVEL PLANNING GROUP

The Next Level Planning Group (TNLPG) is a wealth management firm based in Chicago. Its mission is to Educate, Empower, and Enrich clients through a radically specific and refreshingly accountable approach to the financial decisions and actions of individuals and families

What you get

Understanding your Questions
Crafting your Answers
Turning Your Answers into Action
Efficiency and Precision
After the Honeymoon

Who we are

How we serve
Our Team
Our Mission
Our Affiliation with Lincoln
Causes we support
Careers & Internships

My Wealthlink

The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Affiliates are separately responsible for their own financial and contractual obligations. CRN-2628456-070519

CONTACT

8755 W. Higgins Road
Suite 200
Chicago, IL 60631

773.867.3650
info@TNLPG.com

YOU HAVE QUESTIONS?
WE HAVE ANSWERS

DIRECTIONS

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: Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, and Wisconsin.

Unless otherwise identified, 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 and a registered investment advisor. Member SIPC. 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.

The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Affiliates are separately responsible for their own financial and contractual obligations. CRN: 2628456-070519