Christa Coates, LUTCF®
Estate and Succession Planning Specialist
Lincoln Financial Advisors
Office: (845) 202-7380
"I provide financial planning services using solutions designed to fit clients’ needs to help them save and invest for their future and pass on their legacy to family and/or to charity."
Christa has close ties to the farming community and has made working with Agribusiness owners a focus in her practice. Christa understands the difficult and unique issues that face each farm family. She uses a comprehensive financial planning process to help families, individuals, and business owners design a financial plan towards ensuring financial security. Christa provides a range of financial planning services, using solutions designed to fit each client’s unique need. Additionally, Christa provides workplace education to both not-for-profit and for-profit organizations. Topical workshops include important issues from Retirement Planning, Social Security, Women & Investing, Investment Basics and many more.
Christa’s financial planning philosophy of “Serve First, Last and AlwaysSM“ is consistent with that of Lincoln Financial Advisors. She feels it is important to work in a business climate whose culture endorses recommendations that are customized for each client and not just boiler-plate advice. She provides her clients a wide range of products and services to help keep them informed, and most of all, gain a sense of security.