Skip to main content
Custom Planning Solutions, LLC
  • Home
  • About Us
    • Our Mission Statement
    • Our Firm
    • Our Team
    • Our Services
    • Useful Links
    • Tell A Friend
  • Riskalyze
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
    • Market Watch
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Custom Planning Solutions, LLC

Free Portfolio Risk Analysis

This website is for educational or informational purposes. It is not intended as investment, legal, retirement or tax advice. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.

Kevin Plank and Ryan Coulter 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 registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3643317-062221

Kevin Plank is Insurance licensed in FL, IN, MO, NJ, OH and TX

Kevin Plank is securities licensed in AZ, CA, CO, FL, GA, IL, IN, MN, MO, NJ, OH, OR, PA, TX, UT, VA and WI.

Custom Financial Planning™ is not an affiliate of Lincoln Financial Advisors Corp.

*CPAs and JDs with the firm do not provide legal or accounting services on behalf 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.

Not all Registered Representatives with our firm are able to offer advisory services. 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.

Series 6, 7, 22, 24, 63

  • Site Map